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.
In this literature, 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
For more practical family office insights and best practices, visit our Knowledge Center.
Hundreds of the world's largest asset managers, bankers, private companies and fund managers leverage FINTRX to target family office capital - Discover why & join the movement.
Designed for the asset raising professional, FINTRX offers accurate and comprehensive family office intelligence - engineered to streamline your family office capital raising efforts.
Explore in-depth dossiers on each family - AUM, source of wealth, investment criteria, previous investment history, sectors & industries of interest, amongst other key data points.
Discover which family offices are attending upcoming/past events, set custom alerts to learn when your prospects are attending events & access discounts to attend our partner sponsored conferences.
The FINTRX platform was launched in early 2014, after numerous requests for a more dynamic and interactive family office prospecting solution.
Today FINTRX remains the leading, cloud-based solution which offers unparalleled data and insights on the family office investments space.