Family offices are an often misunderstood capital source and family offices are also very difficult to contact if you are raising capital. We have provided a number of resources here and at FamilyOffices.com in order to demystify this group of investors. In the following video, you will learn about the Family Office Directory, how it works and how it can help you raise capital from family offices.

Video Transcript/Summary: The strategies and tips provided within this video module include:

The Family office database is an excel based directory of family office firms with complete contact details.
Top 10 investment banks, hedge funds, private equity groups and consultants trust our database due to the fact that data is continually updated and kept fresh.
Main benefit is you can save time and raise capital from the resource. 300+ hours of research are essentially saved, allowing firms to use their time building relationships and improving CRM.
On the website, click on database facts and then the blue link that reads Sample. A Microsoft excel icon will appear where you can download the database to an excel spreadsheet sample.
2 years of free updates are available in some of the packages we offer.
Industry guarantee is a 4 times pro-rated refund policy on any outdated listings including bad email addresses or URLs. This means if you purchase the database and find that 12% of the data is outdated, we will refund you 48% of the purchase price. This provides us with the motivation to ensure the database is updated regularly.
There are bonuses available with some of the packages, which in some cases are worth several hundred dollars.
For more information, visit www.familyoffices.com and type in your name and email address in the form on the home page. You can purchase a database directly from the home page by clicking on the “buy a database” link on the site menu.

I hope that this video provided a helpful overview of the Family Office Directory and how it can assist you in your capital raising efforts. If you’d like a more detailed explanation of family offices, watch this free video on What is a Family Office?

Your friends here at https://investmentcertifications.com

Whether you are a wealth management firm converting to a family office or you are starting a multi family office or you are a current multi family office looking to grow your assets, this video will be very helpful to you. In the following video, I provide you with six tips on growing your multi family office wealth management business.

Video Transcript/Summary: The strategies and tips provided within this video module include:

When you look at your breakdown of services versus your competitors, make sure that you have holistic services that fill the niches that your clients are expecting. Look at your top competitors in your region and the top family offices in the nation and make sure that your offering is competitive if not better.
Make sure that your marketing materials are class A and institutional quality.
Be sure to build in references, word of mouth marketing and credible authorities associated with your family office.
Focus on one or two unique features that your multi family office wealth management business can offer that will make a difference in the eyes of your clients.
Make sure that you have systems in place for your marketing and operations in your family office.
Develop your client avatar.

I hope that by following these tips you will grow your multi family office wealth management business.

Your friends here at https://investmentcertifications.com

Login / Register

Multi Family Office Wealth Management Business

Contact

Certifications

Company

Login / Register

Contact

Certifications

Company

Save your cart?