Family Office List

🗝️ What is the key to ensuring a Family Office thrives across generations when nearly 70% fail to transition wealth successfully to the third? Studies identify challenges like disconnection, misaligned values, and resistance to change (Citi Private Bank, Family Business Institute). Many Family Offices are addressing these issues by turning to impact investing, aligning family values, engaging younger generations, and building legacies that extend beyond financial wealth. 📈 The $105.5 trillion Great Wealth Transfer, up 25% from earlier projections of $84.4 trillion, underscores the need for strategies that engage younger generations and align with their values (Financial Times). Millennials and Gen Z, who are inheriting much of this wealth, prioritize investments delivering both financial returns and societal impact (Campden Wealth 2023 Global Family Office Report). 🔸 Family Offices reflect the values and ambitions of the families behind them. Aligning investments with meaningful causes creates a unifying mission. For example: •𝐑𝐨𝐜𝐤𝐞𝐟𝐞𝐥𝐥𝐞𝐫 𝐁𝐫𝐨𝐭𝐡𝐞𝐫 𝐅𝐮𝐧𝐝: Divested from fossil fuels to align with environmental goals and unite generations (World Economic Forum). •𝐇𝐨𝐩𝐞 𝐂𝐡𝐢𝐜𝐚𝐠𝐨: Amy and Pete Kadens’ initiative provides scholarships to underserved communities, strengthening unity and driving social good (Hope Chicago). 🔸 Research highlights younger generations’ preferences for: •𝐋𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 delivering both returns and measurable social outcomes (Campden Wealth). •𝐇𝐨𝐥𝐢𝐬𝐭𝐢𝐜 𝐚𝐩𝐩𝐫𝐨𝐚𝐜𝐡𝐞𝐬 blending philanthropy with traditional investing. •𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐭𝐢𝐞𝐝 to meaningful legacy-building. 🔸 Sustaining Family Offices through generations demands cultural shifts: •𝐄𝐝𝐮𝐜𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐆𝐨𝐯𝐞𝐫𝐧𝐚𝐧𝐜𝐞: Equip younger members with mentorship, training, and collaborative forums like family councils while establishing clear frameworks to ensure alignment and long-term success (Citi Private Bank, Family Business Institute). ⭐ Success is not measured solely by preserving wealth but by building legacies that resonate across generations. Prioritizing impact inspires family members and ensures wealth serves as a force for good. Aligning investments with meaningful causes redefines success, helping Family Offices thrive in an era of transformative wealth transfer. #familyoffice #familyoffices Tanaha Hairston, MBA

What Does It Take to Build Lasting Relationships with Family Offices and Bridge the Gap Between New Wealth and Old Wealth? In the Family Office world, the key to lasting connections lies in understanding not just the numbers, but the people behind them. As Denny Chared, Founder of DC Finance's Global Family Office & High Net Worth Community , shares in this powerful message: “If you want to build a thriving community, you need to connect old wealth and new wealth. The old can guide the new on what to do next, while the new keeps pushing the boundaries with innovation. It's this synergy that transforms investments into something extraordinary.” This MasterClass isn’t just another webinar—it’s a rare live opportunity to ask your questions, engage directly with a renowned leader, and gain valuable insights on connecting meaningfully with Family Offices. Learn how to build trust and stand out in a competitive space. Join us for: “Understanding the Family Office Mindset: Key Strategies for Building Lasting Relationships” featuring Denny Chared, a pioneer who has created one of the world’s largest Family Office networks. 🗓 Event Details: 📅 Date: Thursday, December 19, 2024 ⏰ Time: 1:00 - 2:00 PM ET 🎙 Host: Danielle Patterson, CEO of Family Office List 📍 Featuring: Denny Chared, Founder of DC Finance What You’ll Gain: • A Behind-the-Scenes Look: Discover how Family Offices operate and why they’re not like other investors. • The Trust Factor: Learn how to form authentic, long-term relationships. • Avoiding Pitfalls: Understand the common mistakes to avoid when pitching to Family Offices. • Maximizing Opportunities: Get insider tips to make the most of elite gatherings like DC Finance events. Family Offices are shaping the future of investments. With 63% actively using direct investments, the need for meaningful connections has never been greater. This MasterClass will show you how to: 🔑 Stand out when pitching to Family Offices. 🔑 Build partnerships that align with their values. 🔑 Unlock opportunities at industry events. Seats are limited! 💡 Don’t miss this chance to gain exclusive insights from Denny Chared, whose vision has transformed how Family Offices connect with opportunities and each other. REGISTER TODAY ⤵️ https://lnkd.in/db-psjxt

🎉 Introducing the December 2024 Edition of Family Office Growth News — our 18th issue! Here’s what’s inside this month: 💡 Exclusive Interview with Jared Yellin, Founder of CR8TE and the Innovation Bridge Foundation: Learn how Jared is rescuing distressed Israeli SaaS startups and commercializing their assets in the U.S. while pioneering a model for sustainable philanthropy. 📊 Monthly Pulse: Key Family Office trends, including AI-driven investments, private market dominance, and profiles of the most active Family Offices in startup funding for 2024. 🗓 Upcoming MasterClass: Don’t miss Danielle Patterson and Denny Chared on 12/19 discussing how to build lasting relationships with Family Offices. 👇 Tap below to read more and subscribe! 🚀 #FamilyOffice #AI #Philanthropy #PrivateMarkets #UHNWI #startups

💭 I want to share with you some practical advice for networking with Family Offices. Networking isn’t just about meeting people—it’s about creating meaningful relationships. The kind that go beyond “asks” or transactions, thriving instead on shared values, authentic conversations, and a willingness to give as much as you hope to receive. Here are 6️⃣ key practices I’ve learned about building those connections: 1️⃣. Show up ready to give. Offer your insights, your expertise, or simply your time to listen. The strongest relationships grow from genuine contribution, not expectation. 2️⃣. Let your values lead. People don’t just connect with your credentials—they connect with your “why.” Share your vision, your goals, and what truly drives you. Authenticity creates trust and lasting connections. 3️⃣. Think long-term. Networking isn’t about quick wins—it’s about planting seeds. Some may take months or even years to grow. Focus on building conversations that create lasting impact, not just short-term gains. 4️⃣. Learn as much as you share. Every conversation holds a lesson. Be open to fresh perspectives, new ideas, and opportunities to grow. The best networks are spaces of mutual learning. 5️⃣. Put yourself in the right rooms. Surround yourself with people who inspire, challenge, and elevate you. Having access to the right data, resources, and communities is just as critical as your mindset. 6️⃣. Leverage your network to create more value. When you bring new contacts into your circle, look for ways to create opportunities for others as well. Introduce people who can benefit from each other’s expertise, foster collaboration, and watch your network flourish. At its core, networking is simple: be yourself, give more than you take, and let curiosity and kindness guide your actions. If you’re looking to connect with the Family Office community, FamilyOfficeList.org is your perfect starting point. From exclusive events and workshops to MasterClasses, it’s designed to help you not only meet the right people but build relationships that truly matter. This isn’t just about access—it’s about opportunity. Family Office List puts you in front of leaders, innovators, and changemakers in the Family Office space, creating the perfect environment to grow, collaborate, and succeed. 🫵 Here’s my challenge for you: the next time you connect with someone, ask yourself, How can I help them? How can I create value for them? You’ll be amazed at how far generosity and authenticity can take you. #FamilyOffice #FamilyOffices #Networking

🚨 Cyber Monday Isn’t Over Yet! ($400 OFF FAMILY OFFICE LIST) 💙 We’re keeping the savings going! As a special thank-you to our LinkedIn community, we’re extending our Cyber Monday deal through Friday 12/6 at 5PM EST. 💥 Save $400 on an annual subscription to Family Office List with the promo code: LINKEDINFRIENDS. ⚠️ Don’t miss your chance to access powerful resources and connections at this exclusive discounted rate. ⏰ Time is running out—grab this offer before it’s gone! 🔗 https://lnkd.in/b6NRS-Z 👈

The Fusion42 Raise 2024 Virtual Summit led by Kurt Walker🌶 & DeReK WaTSoN is a must-attend event for Founders looking to master fundraising and build meaningful, long-term relationships. Why join this event? Here’s what you’ll gain from Fusion42 Raise 2024: ➡️ Expert insights from top investors and Founders, including Peter Pham (Dollar Shave Club) and Troy W. Eckard (raised $850M). ➡️ Actionable strategies for crafting pitch decks, financial models, and go-to-market plans. ➡️ Networking opportunities to connect with industry leaders and grow your network. ➡️ Access to exclusive resources like templates, checklists, and guides. I’m thrilled about my interview during the summit, where we’ll dive into Family Office Capital and share insights on how Founders can build long-term relationships. We’ll also feature Tracy A. McWilliams, a 3x Founder, investor, and Family Office leader, who will share her incredible journey. Looking forward to connecting with the Family Office List community and seeing you there! 👉 Join us for FREE: https://lnkd.in/eSVBwWCB

How can we effectively grow our family office networks and what are the best strategies for building family office communities? 💡 If you're asking yourself these types of questions, or if you’re looking for insights on how to connect with like-minded investors and peers in the family office space, then you'll benefit from TODAY'S LP, Family Office & Fund of Funds Virtual Conference. I’ll be joining an incredible panel on "Growing Family Office Networks and Building Family Office Communities" in Breakout Room 5 (via Zoom) at 1:30 pm EST Moderated by John Milanovich, Director at Family Office Club, I'll be joined by a distinguished group of panelists: - Tracy A. McWilliams, CEO & Founder of Inspire Global Ventures Inc. - Anmol Goel, CEO & Founder of Gacs Ltd - Karen Melonie Gould, CEO of Gateway2Investment & CEO/Founder of Footprints Family Office Events We'll be sharing actionable insights on how to build and grow meaningful family office communities, expand your network, and identify new opportunities for long-term success. Whether you're just starting to build your network or you're looking to take your connections to the next level, this session will provide the answers you’ve been seeking. It’s not too late to join us! 🔗 RSVP is in the comments. 👇🏽 I look forward to connecting with all of you at the event and having an open discussion about the future of family offices!