Family Office Outreach for Sponsors and Fund Managers
CFE Marketing Services runs family office outreach for real estate sponsors, fund managers and alternative investment firms. We identify single and multi family offices that fit your strategy, find the investment staff who review opportunities, and reach them with US based cold calling and cold email. Interested contacts are booked into introductory meetings with your team. Programs go live in a week and run month to month.
Finding the right person inside a family office
Family offices are small teams. We look for the principal, chief investment officer or investment staff who reviews opportunities in your asset class.
Single family vs multi family offices
Single family offices invest for one family. Multi family offices serve several families and often have a formal review process. We tailor outreach to each.
Messaging that fits your strategy
Outreach leads with your strategy and track record as your counsel approves, and asks for a short introductory call.
| Single family office | Multi family office | |
|---|---|---|
| Serves | One family | Several families |
| Typical contact | Principal or CIO | Investment committee staff |
| Outreach approach | Direct, strategy led | Process aware, materials ready |
Frequently asked questions
How do you find family office contacts?
We build a list from research and data tools, then verify the right investment contact before outreach.
Do you only target family offices?
No. Family offices can be combined with high net worth individuals and advisors in one program.
Who takes the meeting?
Your capital raising or investor relations lead takes every booked meeting.
CFE Marketing Services books meetings with prospective investors and their advisors. Your own securities counsel handles Reg D 506(b) and 506(c) requirements and accredited investor verification. Nothing here is legal or investment advice.