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Posted in News

May Opportunities from Family Office Access

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...

Posted in Case Studies

How leafplanner finds the right Family Offices faster

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...

Posted in News

How to Engage Family Offices: What Most Companies Get Wrong

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...

Posted in Case Studies

Cognito Therapeutics

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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