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Targeting Family Offices: A Consultative Prospecting Methodology

July 7, 2020

The global family office landscape is in the midst of a profound transformation brought upon by a new generation of investors - whose attitudes and expectations have been shaped by modern advances, volatile markets and unforeseen global realities. As many asset raising professionals continue to try to engage with these private entities, it is important to recognize how these changing conditions affect your outreach efforts.

With this in mind, over the last few weeks we've developed our latest literature around Targeting Family Offices: A Consultative Prospecting Methodology. We hope you read it for yourself, share with a colleague, or use it as a tool for your team as we believe this in-depth guide to prospecting success in this ever-evolving family office market will be sure to refine your team's outreach practices.

In this paper, you'll takeaway:

    • - Best practices for finding commonalities to humanize your outreach in your effort to leave a lasting first impression
      - Prospecting strategies derived from our industry insights and keen intimacy with the family office landscape
      - Tips to leveraging the history of family offices to find your 'best path in' and perfect a consultative approach to foster good connections.
    • Targeting Family Offices: A Consultative Prospecting Methodology

In the midst of economic uncertainty, it is important to reinforce the significance of good strategy, especially when identifying and connecting with those in the private wealth landscape. The FINTRX family office data and research platform is becoming smarter and broader at a rate faster than ever before. To showcase our growing plethora of data tools designed specifically for the asset raising professional, we have rounded up 10 tips and tricks for utilizing our platform to the best of its ability. Discover the difference here

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

For additional resources, white papers, reports, webinar recordings, and more on how to tackle the family office space, visit our newly refurbished Resource Library.


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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