A lot is happening across the Family Office landscape right now, and this month’s newsletter brings together a few of the conversations, events, and resources we think are most worth your time.
From venture and storytelling to philanthropy and women in wealth, we hope this month’s highlights help you stay informed, connected, and a step ahead.
Join This Month’s Lunch & Learn
Family Offices are deepening their participation in venture capital as a path to connect rising generations with innovation, strengthen relationships with founders, and expand long-term flexibility within their portfolios.
Many families are also working through how venture functions in practice, how risk is approached, and how to identify meaningful signals within early-stage investing.
Join us for a live conversation with two of the most influential builders in the global venture ecosystem:
Speakers:
🔸 David Cohen — Co-Founder & CEO of Techstars
🔸 Brad Feld — Co-Founder of Techstars and Foundry Group, and author of Venture Deals, Give First, and Startup Communities
As you may know, Techstars is one of the most successful accelerator platforms in the world, having helped launch more than 5,000 companies across 25 global programs. Collectively, Techstars companies have raised more than $30B, represent over $127B in market value, include 22 unicorns, and have produced 500+ exits.
David and Brad will draw on two decades of experience working with thousands of founders, investors, and LPs to help demystify venture dynamics for Family Offices and rising generations.
If venture is part of the conversation for your family, clients, or next generation, this session will be well worth your time.
🗓 WHEN: Thursday, April 16th
🕚 TIME: 1 pm – 2 pm EST
Join This Month’s Member Event
Strong opportunities do not always move forward.
In the Family Office world, deals stall, conversations drift, and promising relationships lose momentum not because the opportunity is weak, but because the story is not clear.
Join us for a live workshop with Jimmy Hays Nelson, Co-Founder of WellCrafted Story, who helps high-performing leaders communicate with clarity, build trust, and move conversations forward with confidence.
Jimmy combines storytelling expertise with business strategy to help founders, advisors, and executives turn complex ideas into messages that connect emotionally and make sense logically.
In this session, he will share a practical framework for making your conversations clearer, more compelling, and more likely to lead somewhere.
Access
This workshop is part of our Family Office Access member workshop series. For this session, we are opening attendance to the broader community so guests can experience the programming and connections our members enjoy.
If you are presenting opportunities, building partnerships, or trying to reduce the friction that keeps good conversations from becoming real momentum, this workshop will be well worth your time.
🗓 WHEN: Thursday, April 30th
🕚 TIME: 2 pm – 3 pm EST
Save the Date: Outbound Marketing for Capital Raisers with Alan Chu, CEO of Capital+, on Thursday, May 28, 11 am –12 pm ET
April Partner Picks
We know many of you value opportunities to connect in person. Here are a few events we’re supporting this month:
📍Real Estate Investment Summit 2026
April 12-14 I West Palm Beach, FL I Register here
Produced by Opal Group
📍The Austin Family Office & High Net Worth Conference
April 16 I Austin, TX I Register here
Produced by DC Finance
📍ELITE Germany Travel Experience
April 20-26 I Germany I Register here
Produced by JABOY Productions
📍The Houston Family Office & High Net Worth Conference
April 20 I Houston, TX I Register here
Produced by DC Finance
📍The Dallas Family Office & High Net Worth Conference
April 23 I Dallas, TX I Register here
Produced by DC Finance
These are just April’s picks. See the full slate on our Events Calendar. If there are other event producers you believe we should collaborate with, please let us know.
Member Spotlight
Rosser Goodman is a film and television director, producer, and founder of TANŌ RISING FILM, where she works at the intersection of film, philanthropy, and cultural legacy. Her work spans major platforms, including Netflix, Hulu, Apple, and Amazon, with clients ranging from Disney and Paramount+ to Samsung and Toyota.
Through TANŌ RISING FILM, Rosser works directly with families and philanthropists to finance films whose themes reflect their values, purpose, and causes.
At its core, the model is simple: One Family. One Film. One Legacy.
Her work is rooted in a clear belief that films with socially relevant themes and underrepresented characters deserve a path to financing and distribution. Through a highly personalized process, families help bring meaningful stories to life in a way that extends far beyond traditional philanthropy.
“I joined Family Office Access because it’s one of the few distinct environments where legacy, values, and capital are part of the same conversation. Most families are never shown that movies can be a philanthropic path toward action and measurable change.”
Rosser welcomes thoughtful conversations with families and advisors interested in this approach, and I would be happy to make an introduction.
Strategic Insights
Our latest article, featuring the work and perspective of Dawn Marie La Monica, JD, explores one of the most important shifts underway in the Family Office ecosystem.
Women & Wealth: The Leadership Shift Reshaping Family Offices examines how women are influencing not only where capital goes, but how trust, communication, and long-term alignment are evolving across families and their advisors.
Read the full article here and follow Family Office Info, our LinkedIn newsletter now reaching more than 13,000 subscribers.
Continuing the Conversation
Not everyone can join us live, so we wanted to share a few recent conversations and resources we think are worth your time.
🎥 LinkedIn Playbook for Capital Raisers
A practical session with Anna Robinson on how to strengthen your LinkedIn presence before the first conversation.
🎥 Giving With Intention: How Families Align Values, Strategy & Impact
A thoughtful discussion with Caren Yanis and Family Office Access member Kris Putnam-Walkerly on how families move from intention to structured, effective giving.
At Family Office Access, I remain committed to helping you build meaningful relationships and stay close to the conversations that matter most.
As we continue evolving, what matters most remains unchanged: trust, thoughtful connection, and a commitment to helping you engage this space with greater clarity.
Thank you for being part of this community.
Warm regards,
Danielle Patterson
Executive Director of Family Office
