Posted in News
There is a lot 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 storytelling and strategic outreach to women in wealth, philanthropy, and venture, this month’s highlights...
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Posted in Case Studies
One of the most meaningful aspects of Family Office Access is the ability to bring visibility to work that matters while connecting members with families and investors who share similar values and priorities. We are featuring Melissa Blettner, CEO of Boyd Hollow Resorts, a leader in developing purpose-driven...
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Posted in News
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.
Continue reading
Posted in Case Studies
The challenge Before using Family Office Access (FOA), the team was spending too much time building prospect lists and not enough time talking with advisors and families. There wasn’t a single, reliable place for up-to-date Family Office contacts, so hours went into list creation instead of conversations. “We...
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Posted in News
Published in collaboration with Denny Chared, Founder of DC Finance & The Family Office Circle Summary: Family offices do not evaluate opportunities like institutions. They invest their own capital, prize discretion, and think in generations. Approaches that work with VCs or PE often miss the mark here. This...
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Posted in Case Studies
Cognito Therapeutics is a clinical-stage neurotechnology company pioneering a non-invasive therapy to slow neurodegeneration and preserve cognitive function in patients with Alzheimer’s disease. The company’s approach, grounded in over 30 years of neuroscience research from MIT, Harvard, and Stanford, uses precise visual and auditory stimulation to engage the...
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