How to Connect with Family Office Investors

We often get asked if we provide ad-hoc research services to target specific Family Office Investors. 

We don't, however, there is a filter within the platform that can target Family Offices who have an expressed interest in specific sectors. 

Of course, we don't have these details for ALL the contacts, but this targeting feature is a great starting tool. The platform serves as a way to further research and initiate working relationships. 

It often takes clients educating Family Offices on the value of their services. Getting Family Offices to see the benefit of your service before pitching is essential. Learn more....