2 Unique Aspects of Family Office Investors [Ultra-Wealthy Founders]

While family offices are typically led by super founders who have had a large exit, asset sale, or have grown to achieve 7- to 8-figure incomes, they are unique from angel investors, institutional capital allocators, and capital that one might receive from a fund manager or private equity sponsor.

2 Unique Aspects of Family Offices: Some institutional and smaller accredited investors may work in some of these ways, but they are the exceptions I have found.

• Time Horizon Optionality: Institutional investors are known for being slow to vet opportunities, and they do not have a reputation for being hyper-agile, although they can be patient for long-term strategic trends. Smaller investors can be very nimble and agile but often do not want to enter investments that take 15 to 20 years. Family offices are unique in that they can be agile and invest in a matter of days, or they can take their time vetting a deal and staying in it. In my experience, they can be more patient or faster-moving than other entities in the investment landscape.
• Founder-Led Large Checks: It is rare to find a founder who has scaled and exited a business and understands what it is like to run an institutional investment firm. The CIOs of institutional groups typically worked at institutional investment consultants, investment firms, or large banks such as Goldman Sachs or JPMorgan. Normally, someone does not build and sell a company and then thinks it would be fun to work at an insurance firm vetting private equity funds. On the other hand, smaller investors are typically lower in net worth as they have also not scaled and exited a large business.

The ultra-wealthy typically succeed in their niche by securing massive distribution, learning how to scale a business, managing a team, recruiting talent, securing capital, and dominating a sub-niche or gaining significant market share in an area.

This means that if you are a founder looking to raise money from someone in a direct deal or company, and you want to appeal to a receptive audience, the family office space may appreciate your vision and have the capital to support you.

We will have 125 speakers on stage, including 5 billionaire keynote speakers at our annual investor summit in Miami December 10th-12th - to secure your membership or access, please head over to the Family Office Club site or text me at (305) 333-1155 to get more details.