How to Reach Family Offices
CFE Marketing Services reaches family offices for sponsors and fund managers by finding the investment contact who reviews opportunities and booking an introductory call through US based cold calling and cold email. The steps are to target offices active in your asset class, identify the principal or investment staff, lead with your strategy, and ask for a short meeting rather than a commitment.
Target offices that invest in your asset class
Research which offices invest in real estate, private equity or energy, and at what stage, before any outreach starts.
Find the right person
Titles vary. The principal, chief investment officer or an investment associate may be the right first contact.
Ask for a conversation, not capital
A first message should explain the strategy briefly and ask for a short introductory call with your team.
| Approach | Pros | Considerations |
|---|---|---|
| Warm introductions | High trust | Limited by your network |
| Conferences | Face to face | Time and travel |
| Direct outbound outreach | Scales to many offices | Needs research and follow up |
Frequently asked questions
Are family offices open to cold outreach?
Many review outside opportunities. Relevant, brief outreach to the right person gets the best response.
Should I email or call?
Both. CFE Marketing Services combines cold calling and cold email.
What should I send after the meeting?
Whatever your counsel approves for your offering, sent by your team.
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.