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Align Your Outreach with Current Family Office Investment Trends

July 21, 2020

Family offices have played a pivotal role in the alternative investment industry for quite some time reaching a new level of agility and sophistication. It's true that changing demographics, technological shifts, and volatility in the market have all impacted the way in which family offices manage wealth. Because family offices often span across several generations, younger generations are bringing a new attitude in search for predictable rates of return.

In our latest 11-page guide - Align Your Outreach with Current Family Office Investment Trends: Avoid the Common Pitfalls to Maximize Win Rates - we examine current trends throughout the family office space that are making an impact. Family offices are putting their wealth to work in new ways and now expect personalized outreach rooted in commonalities, an understanding of their goals, and interesting investment opportunities aligned to their family's legacy.

In this literature, you'll takeaway:

- A stronger understanding of what the modern family office structure looks like as of late
- The four major emerging family office investment trends and developments
- Stumbling blocks to avoid when engaging with family office investors
- Tips to overcoming barriers with a humanized prospecting approach for fostering long-term relationships

Align your outreach with current family office investment trends_avoid the common pitfalls to maximize win rates

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The utilization of our family office data and research platform has opened doors to the many investment trends that shape our global economy. Engineered to help our clients identify and access family office capital in an intuitive and efficient manner, FINTRX offers accurate family office research, built with a bottom-up approach.

For an in-depth exploration of the FINTRX family office platform, click below:

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For practical family office insights and best practices, visit our 'Resource Library' below. 

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Written by: Renae Hatcher

Renae Hatcher is member of the marketing team at FINTRX - focused on delivering targeted & relevant family office content to our subscribers.

Renae Hatcher
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