How to Reach Family Offices: Strategy, Trust, and Timing
Автор: Family Office Access
Загружено: 2025-05-12
Просмотров: 72
Danielle Patterson, CEO of Family Office Access, discusses the challenges of conducting outreach to Family Offices and the importance of leveraging personal networks and hyper-personalization in messaging. She highlighted the low response rate to cold pitches, suggesting that a more strategic approach is to show expertise and align with the Family Office's values.
Danielle demonstrated how the Family Office platform can facilitate this process by providing detailed information about family offices, including their origins, typical mandates, and engagement levels on social media. She emphasized the importance of building trust and using the "give, give, ask" framework in outreach efforts.
Learn more about Family Office Access and start a free trial here:
https://familyofficeaccess.com/
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