Library
Family office guides
Practical guides for founders, fund managers and advisers who research and approach family offices.
Building a Target List by Region and Sector
A useful family office target list starts with a clear investment thesis and a manageable geographic focus. This guide shows how to qualify prospects, use data with care, and build relationships through listening and consistent follow-through.
Family Office Direct Investing and Co-Investing
Direct investing and co-investing can give families more influence and insight, but they also demand time, expertise, and a clear plan for risk and oversight. This guide covers how to source opportunities, assess fit, structure terms, and decide when a specialist partner may be the better choice.
Family Office Due Diligence: What to Expect
Family office due diligence can involve detailed questions, document review, background checks, and references. This guide explains what investors may examine and how to prepare for a careful, credible review.
How Family Offices Are Structured and Who Decides
Family office decision-making depends on the family’s goals, complexity, and appetite for control. Clear roles, a useful committee charter, and concise communication help decisions move without losing thoughtful debate.
How Family Offices Source Deal Flow
Family offices see a steady stream of opportunities, but more volume only helps when it fits a defined investment focus. This guide explains how investors can build better deal flow through positioning, relationships, useful expertise, and disciplined review.
How Single Family Offices Invest
Single family offices invest through a mix of funds, co-investments, and direct ownership, guided by the family’s goals and ability to manage risk. Strong decisions depend on clear governance, disciplined diligence, and a repeatable approach to sourcing and sizing opportunities.
How to Approach a Family Office the Right Way
Family offices are more to engage when an opportunity matches their mandate and the person approaching them has done the homework. This guide covers how to find that fit, make a credible first approach, and build a relationship over time.
How to Qualify Family Offices Before Outreach
Qualifying a family office means checking fit and understanding what information it needs before you make an ask. A focused, patient process helps you use outreach time well and build trust through relevant, credible communication.
How to Use a Family Office List Without Wasting It
A family office list is a research tool, not a shortcut to a meeting or investment. Use it to identify fit, learn what matters to each office and make a thoughtful, relevant approach.
Single Family Offices vs Multi Family Offices
A single family office serves one family, while a multi family office serves several and shares some of its people and infrastructure. The right choice depends on the family’s needs, resources, appetite for operating a business, and willingness to serve other clients.
What Family Offices Look For in a Deal
Family offices look for a clear fit, credible fundamentals, and a few strong reasons to believe a deal stands apart. This guide explains how sourcing, structure, diligence, and relationships shape that assessment.
Writing a First Email to a Family Office
A first email should make clear why you chose this family office, what is relevant to them, and what useful next step you are offering. Keep it brief, specific, and part of a thoughtful relationship-building process rather than a mass campaign.
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