Family office email templates

Free email templates for a first approach to a family office and a follow-up, with guidance on when to stop.

A fill-in first message with a clear subject, context, reason for contact and opt-out.

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

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.

Prefer email?

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

We use your details only to reply. See our privacy policy.