Identify family offices that fit what you offer, learn how they invest, and approach them through a relevant introduction or useful, specific content. Build familiarity before asking for time, keep your request concise, and explain why the conversation fits their interests. Multi-family offices are often easier to identify than single-family offices.
Start with fit, not a broad list
A family office is not a single type of buyer. Before reaching out, be clear about what you want to discuss, who might care about it, and how it fits that family's priorities. Research the office's public investment interests, team, and existing relationships. Then shape a short introduction around a specific connection between your proposal and its work.
The distinction between single-family and multi-family offices can help guide your search. A speaker at a Family Office Club event observed that multi-family offices are more easily identified and more often have websites or speak at events. That can make them a practical starting point when you are building a prospect list. Single-family offices may require more patience and relationship building.
Build familiarity before asking for a meeting
Use channels where the people you hope to reach already share information: relevant events, professional networks, podcasts, and focused online content. A speaker at a Family Office Club event described publishing material about topics family offices care about and spreading awareness through LinkedIn, email, podcasts, and other channels. The lesson is to be useful and consistent, not to send the same generic pitch everywhere.
Events can also help you learn how family offices think and give you a reason to connect afterward. Attend prepared with a clear question or insight, listen closely, and follow up with a brief note that refers to the actual conversation. If you meet someone through a mutual contact, ask for an introduction that explains the fit rather than simply forwarding your pitch.
Make the request easy to evaluate
A good meeting request answers three questions quickly: Why this office? Why this topic? Why now? State the purpose, give enough context to judge relevance, and suggest a modest amount of time. If you are seeking investment, summarize the opportunity and the type of investor you are looking for; if you provide a service, point to the issue you can help address. Avoid attachments or lengthy background unless requested.
If the office is not a fit or does not respond, do not treat repeated follow-ups as a relationship strategy. Add useful context only when you have something new to share, and keep the door open. The goal of the first contact is a relevant conversation, not pressure for an immediate decision.
From Family Office Club events
Those are more easily identified. They more often have websites. They speak at events more often. We know that's just gonna that turf will just increase in value So we just want to spread the word about family offices existing via LinkedIn email folks on Amazon podcast Twitter, etc
Sources
- Family Office Club event transcript
- Family Office Club event transcript
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