Family office resources

Guides, email templates, vendor comparison questions and background reading for anyone researching family offices.

Guides

How to find family offices

Define a search by geography, office type, stated focus and public sources.

How to vet family offices

Check dates and sources, separate facts from assumptions, and record gaps.

How to approach family offices

Write a short, relevant first message and follow up with restraint.

Buyer's guide

Decide on coverage, fields, updates, format, support and budget first.

First email template

A fill-in first message with an easy opt-out.

Follow-up template

A short follow-up, a closing note, and when to stop.

Comparison questions

Questions to ask any directory vendor, including us.

Sample record

A fictional record that shows the kinds of fields we discuss.

What is a family office?

Definitions of single, multi and virtual family offices.

Family offices explained

How family offices are run and why they are hard to research.

How to find local investors

Where to look for investors near you.

Capital raising strategies

Matching what you raise to the right source of capital.

Text us what you are looking for

Tell us the region, office type, sector and rough number of records you need. A directory specialist will reply by text or email.

Text (305) 333-1155 Email Clients@InvestorClub.com

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Write to Clients@InvestorClub.com with what you need and when you need it.

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