Wealthy families make billions of dollars of investment every year. Their family offices accept pitches, vet investment opportunities, monitor investments, and track performance. Family offices can often make investment decisions very quickly, and frequently their investment objectives are broader than merely a good return. Some families have specific interest in media projects, in startups with a particular focus, and in helping certain kinds of companies grow.
In this workshop John Milanovich, Director of Charter Membership for The Family Office Club, discusses how you can approach and accept investment from wealthy families who have created offices that are open to pitches from working entrepreneurs including startup business owners, media production and distribution companies, and companies who need investment to grow.
Click here to go to the workshop.
In this workshop, John addresses:
- The role the Family Office Club plays in helping family offices find the kinds of investments they are looking for, and the events they host online and across the country where investors meet entrepreneurs.
- How the Family Office Club helps family offices network with one another and learn from one another in making investment decisions and managing investments. As it turns out, managing generational wealth requires training and support as well.
- How the Family Office Club helps entrepreneurs learn how to approach and pitch family office investors, what they need to have in hand, and the stumbling blocks they may run into along the way.
- What’s involved in joining the Family Office Club, and how new members can dive deep into training resources to get their projects prepped quickly.
IMPORTANT: Do not rely on this workshop for legal or financial advice. You must consult with your own fully qualified legal and financial advisors for advice specific to your project and financial situation. The information in this resource represents the opinion of the speakers only.