Family Offices aren’t institutions—treat them like one and you’ll get a fast “no.”
Join Danielle Patterson with Denny Chared (DC Finance & The Family Office Circle) and Erez Hevroni (IR & Private Wealth exec; $500M+ raised) for a candid playbook on earning trust, reading the room, and pacing follow-up.
We’ll cover:
• How to approach without a fund-roadshow vibe
• The human dynamics (spouses, next gen, advisors)
• What “investor-ready” really means • Right-timed cadence
• Reporting that builds staying power. Who should attend: Founders, PE/VC/RE managers, and advisors seeking relationship-driven partnerships with Family Offices.
