Building relationships with private or institutional investors requires a long-term commitment and approach and a constant refinement and iteration of your investment offering and investor relations processes.
Charter Membership in the Family Office Club gets you 20 live events per year which are made up of investor summits and investor relations workshops, and each event is recorded and live streamed for members that can’t attend in person.
We also offer a quarterly detailed analysis of your investment marketing materials, recorded interviews with 300 investors, investor relationship management software (CRM), and the chance to have anyone on your team complete our capital raising or family office certificate programs.
Access to 23 Live Events a Year
- 2 Conference Tickets to all events
Quarterly Analysis of Your Materials
Investor Relationship Software (CRM)
Return on Your Investment:
- 300 Recorded Investor Interviews
Every Event Live Streamed & Recorded
Become a Certified Capital Raiser
Service Provider Directory Listing
30 Exclusive Family Office Webinars
Directory of 8,916 Investor Contacts
- Multi-Family Offices
- Single Family Offices
- HNW Wealth Management Firms
- Fund of Funds
- Institutional Investment Consultants
- Endowment & Pension Funds