Educational Workshop: Raising Capital from Family Offices & RIAs
A two-hour interactive workshop designed for real estate sponsors, entrepreneurs, and capital raisers looking to raise capital from family offices and registered investment advisers.
$299.00
Presented In Partnership With
About This Workshop
Over this 2-hour live session, you'll learn how family offices and RIAs invest, explore real-world case studies, and walk away with practical tools to build your private wealth network and negotiate smarter.
Participants will receive post-course access to Circle, where we'll share recorded videos, sample decks, curated investor lists, and outreach templates.
You'll learn how to:
- Understand the private wealth landscape — how family offices and RIAs are structured, how they make decisions, and why they represent the largest untapped pool of real estate capital in the market today.
- Map the ecosystem — the difference between single-family offices, multi-family offices, and RIAs; where they overlap, where they diverge, and which ones to prioritize based on your deal type and stage.
- Learn from case studies — real-world examples of sponsors who have built lasting relationships with family offices and RIA platforms to fund their platforms and deals.
- Build your investor network — proven strategies for finding family offices and RIAs, getting introduced, and converting relationships into capital.
- Create your own outreach campaign — hands-on session to craft cold emails, improve your deck, and map your targets across both channels.
- Negotiate with private wealth investors — walk through term sheets, governance considerations, and platform requirements from live deals.
You'll leave with a clear picture of how family offices and RIAs invest in real estate — and a concrete plan for getting them to invest in you.
Questions about the workshop?
View FAQs on format, access, recordings and more: FAQs
Instructor
Paul Stanton
The Workshop Will Cover
The Private Wealth Opportunity
- Why private wealth has surpassed the institutional market — and why institutional fundraising has declined sharply while private wealth keeps growing
- HNW investors target ~15% of investable assets to real estate, but actual CRE holdings remain under 2% of wealth — representing trillions in latent demand
- Single-family offices are expected to nearly double to 14,700+ by 2035; RIAs now control $9T+ in client assets and are the fastest-growing channel in wealth management
Who Are Family Offices?
- Decision-making dynamics, check sizes, risk appetite, and timelines
- How to approach single-family vs. multi-family offices — and how MFOs function more like institutional allocators, with investment committees and formal due diligence
- Investment structures that work: joint ventures, co-GP partnerships, direct LP capital, and platform investments
Who Are RIAs — and How Are They Different?
- How RIAs differ from wirehouses and broker-dealers: fiduciary duty, fee structure, and why they're the most aligned channel for sponsors
- Discretionary vs. non-discretionary advisors — and why this distinction determines whether you're pitching one person or dozens
- How large RIA platforms (Lido, Hightower, CAPTRUST) work vs. smaller independent firms — and which to target first based on your track record and deal structure
- What RIAs need from you: DDQ-ready materials, custodian compatibility, K-1 timelines, and reporting infrastructure
Investment Structures that Work
- Joint ventures vs. co-GP partnerships
- Direct LP vs. platform investments
- What product structures RIAs can actually put in front of clients — and the operational requirements that make or break the relationship
Case Studies in Action
- Fred & Rise Capital: Scaling an industrial platform via joint venture with a single-family office
- Rachel & Grove Living: Building a lifestyle rental platform through a co-GP with a tech founder's family office
- Michael & Music Row Partners: Moving from handshake capital to scalable RIA partnerships — and how systematizing outreach unlocked a new investor channel
Building Your Investor Network
- Where to find family offices — beyond the conference circuit, including the signals and networks that surface offices most GPs never see
- How to find and target RIAs: FINRA BrokerCheck, SEC IARD, and paid platforms like Discovery Data and Dakota Marketplace; how to filter by AUM, geography, and alts exposure
- Warm intros vs. cold outreach — and what a compelling cold email actually looks like for each audience
Marketing Materials & Outreach Strategy
- Family offices and RIAs evaluate sponsors differently — your deck needs to reflect that
- Building an advisor-facing pitch: how to show portfolio fit, platform integration, and what onboarding looks like
- Writing compelling cold emails; targeting by theme, sector, and investor values
Live Workshop: Build Your Outreach Campaign
- Write your cold email to a family office or RIA
- Customize your marketing deck using our template
- Receive feedback on your campaign and investor list
Term Sheets & Real-World Negotiations
- Walkthrough of a family office JV agreement
- How control, promote, and exit terms get negotiated when family capital is in the room
- Interactive term sheet drafting exercise
Who It's For: Real estate sponsors, emerging managers, and capital raisers who are actively trying to build a family office or RIA investor base — or who have been meaning to and aren't sure where to start. Also relevant for placement agents, capital markets advisors, and GPs who have raised from institutions and want to diversify their LP mix.
No prior family office or RIA experience required. If you understand the basics of a capital raise, this session will deliver.
