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Know the Rules of the GameⓇ Podcast: Working with Family Offices
Rules:
Rule #1: Confidentiality.
Rule #2: Engagement.
Rule #3: Prioritize
Tip:
*Treat people as human beings. Families are willing to help you if they get to know you and really like you.
However, if you approach someone and offer a pitch and they decline, do NOT immediately ask for an introduction to other clients who may be interested.
LinkedIn is a really good resource to get connected with family offices if you do not attend family office conferences.
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By Desiree Patno
5
11 ratings
Rules:
Rule #1: Confidentiality.
Rule #2: Engagement.
Rule #3: Prioritize
Tip:
*Treat people as human beings. Families are willing to help you if they get to know you and really like you.
However, if you approach someone and offer a pitch and they decline, do NOT immediately ask for an introduction to other clients who may be interested.
LinkedIn is a really good resource to get connected with family offices if you do not attend family office conferences.