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 reflect a common theme: the importance of showing up with clarity, building real relationships, and staying close to the conversations shaping where capital goes next.
Join This Month’s Member Event
Most outreach to Family Offices doesn’t fail because the opportunity isn’t strong.
It fails because the approach doesn’t match how Family Offices actually engage.
Over the past decade, Family Offices have evolved. Many now operate with investment teams that mirror traditional institutions, yet still rely heavily on trust, timing, and relationship context when making decisions.
The challenge is that most outreach strategies haven’t evolved with them.
Join us for a live workshop on building a high-impact, scalable outbound marketing engine to Family Offices, designed to help you rethink how you approach this audience and create more meaningful engagement over time.
In this session, we will move beyond immediate, pitch-driven outreach and explore how to take Family Offices on a journey into your offering through layered messaging, thoughtful sequencing, and consistent visibility.
You’ll walk away with a practical framework for building an outbound strategy that is both structured and adaptable, aligned with how Family Offices actually evaluate opportunities.
Access
This workshop is part of our Family Office Access member workshop series, curated to support, educate, and connect our community.
If you are actively engaging Family Offices, building a pipeline, or looking to refine how you position your strategy, this session will provide a more thoughtful and effective approach.
🗓 WHEN: Wednesday, May 27th
🕚 TIME: 11 am – 12 pm EST
Feature Opportunities
Women in Wealth Breakfast & NYSE Opening Bell | May 22 | New York
We’re also excited to support the inaugural Women in Wealth Collective gathering, where Family Office Access, now a part of ISS Market Intelligence, will be a sponsor.
This invitation-only event brings together women across Family Offices, finance, and leadership for a morning focused on connection, shared perspective, and meaningful dialogue.
It’s a smaller, more intentional setting designed to bring the right people together in the same room and create conversations that move the needle.
If either of these gatherings align with your interests, feel free to reach out. I’m always happy to make thoughtful introductions where there’s a strong fit.
Member Spotlight
One of the most meaningful aspects of Family Office Access is bringing visibility to work that matters while connecting members with families and investors who share similar values.
This month, we are featuring Melissa Blettner, CEO of Boyd Hollow Resorts and the visionary behind purpose-driven hospitality experiences designed to foster connection, transformation, and lasting impact. Through initiatives like the Bokee’s Trek Experience and future wellbeing retreats, Melissa is creating environments where people can reconnect—with themselves and with one another—in a more intentional way.
As wealth continues to transition across generations, many Family Offices are placing greater emphasis on aligning capital with purpose, legacy, and long-term vision. Melissa’s work sits directly at that intersection.
What stands out most is her relationship-first approach. Rather than focusing on transactions, she leads with presence, trust, and meaningful engagement. Through her involvement in the community, she has been intentional about building connections with families and advisors who share a similar vision.
“Family Office Access is more than a network. It is a community built on relationships. When you take the time to connect, contribute, and truly understand others, the right opportunities naturally follow.”
We’re excited to see the momentum she’s building and the conversations she’s helping shape.
Read the full Member Story
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.
🎥 VC Investing for Family Offices & the Next Generation
A candid conversation with David Cohen and Brad Feld on how Family Offices can approach venture capital not just as an allocation, but as a way to educate rising generations, build relationships, and develop a long-term perspective in early-stage investing.
🎥 The Power of a Well-Crafted Story
A practical workshop with Jimmy Hays Nelson on why strong opportunities often stall and how clearer communication can change outcomes. This session focused on building trust, simplifying complex ideas, and structuring conversations so they actually lead somewhere.
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
