A Family Office Access Lunch & Learn with Denny Chared & Erez Hevroni
📆 Tuesday, October 14 • 1:00–2:00 PM ET • Livestream
Family Offices don’t behave like institutions—and treating them that way is the fastest path to a “no.” In this candid, practical session, two seasoned operators share what actually earns trust, how decisions are really made, and where great companies (and service providers) go wrong.
Speakers:
🔹 Denny Chared – Founder, DC Finance & The Family Office Circle. Two decades building one of the world’s leading Family Office communities across 18 global cities; curator of invite-only forums that connect families, founders, and ideas.
🔹 Erez Hevroni, CEPA®, AAMS®, AWMA® – Strategic Investor Relations & Private Wealth Executive. 20+ years advising UHNW families and family offices; $500M+ raised across alternatives; specialist in trust-based selling, exit planning, and next-gen engagement.
What we’ll cover:
• How to approach Family Offices (without sounding like a fund roadshow)
• Emotional dynamics that shape decisions: founders vs. next gen, spouses, advisors
• “Investor-ready” fundamentals—what to have buttoned up before first contact
• Right-sized follow-up and timing (relationship cadence vs. pressure)
• Reporting, transparency, and the long game: moving from vendor to trusted partner
Who should attend:
Founders, PE/VC/RE managers, and advisors seeking aligned, relationship-driven capital and partnerships with Family Offices.
REGISTER: https://www.linkedin.com/events/workingwithfamilies-complexdyna7367158919447625728/theater/
October 14th, 2025
Virtual