Who Are Family Offices?

• ​Decision-making dynamics, check sizes, risk appetite and timelines

• ​How to approach single-family vs. multi-family offices

​Investment Structures that Work

• ​Joint ventures vs. co-GP partnerships

• ​Direct LP vs. platform investments

• ​Examples of real capital stack structures and governance terms

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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

• ​Dee & Solace Communities: Attracting LP capital from family offices to expand a wellness-oriented housing brand

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Building Your Family Office Network

• ​Where to find them—and how to get introduced

• ​Warm intros vs. cold outreach

• ​Email strategy, social media presence and follow-up frameworks

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Marketing Materials & Outreach Strategy

• ​Building a pitch deck that speaks to family offices

• ​Writing compelling cold emails

• ​Targeting based on themes, sectors and values

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Live Workshop: Build Your Outreach Campaign

• ​Write your cold email to a family office

• ​Customize your marketing deck using our template

• ​Receive feedback on your campaign and investor list

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Term Sheets & Real-World Negotiations

• ​Walkthrough of a family office JV agreement

• ​How control, promote and exit terms get negotiated

• ​Interactive term sheet drafting exercise

The workshop is for CRE professionals looking to X, Y, and Z. 

The two sessions will be hosted live on Zoom. No prep work is required.