Family Office Directories
  1. Home
  2. Templates
  3. First email template

Template

First email template for a family office

Fill in the brackets with your own facts. Keep the finished message short enough to read on a phone.

Free to use and edit. This is a starting point, not legal advice. Check the email and privacy rules that apply where you and the recipient are based.

Template
Subject: [Your firm] and [their stated focus]: a short question

Hi [First name],

I'm [your name], [role] at [your firm]. We [one line on what your firm does].

I'm writing because [their firm] [one public fact, for example "lists healthcare services as a focus on its website"].

[One or two sentences on why this may be relevant to them.]

Would you be open to [one small ask, for example "a 15-minute call next week" or "me sending a two-page summary"]?

If this isn't relevant, a one-word reply is enough and I won't contact you again.

[Your name]
[Title, firm]
[Phone] | [Website]

How to use each part

  • Subject. Name the topic and their stated focus. Avoid words like "opportunity" on their own.
  • Context. One sentence on who you are. They should know what your firm does by the end of it.
  • Reason for contact. One public fact, ideally something they can check. This is what separates your message from a mass email.
  • Relevance. Keep it to what you can support. Leave out returns and claims you cannot back up.
  • Ask. One small step. Two asks halve the chance of either.
  • Opt-out. A plain line that makes saying no easy. Honor it.

Before you send

  • The fact you cite is current and from a source you can name
  • The message is addressed to one person
  • No attachments on a first message
  • You have checked the office does not ask for proposals through another channel

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.