WS1287: Family Offices 101 | #Highlights episode artwork

EPISODE · Apr 30, 2022 · 20 MIN

WS1287: Family Offices 101 | #Highlights

from The Real Estate Syndication Show · host Whitney Sewell

How can you develop a strong business relationship with family offices and high net worth investors? Today in this #Higlights episode, we feature our conversations again with Fletcher Clardy III and Spencer Gray. They talk about how forging relationships with family offices can help you land numerous deals over a long-term period.Fletcher details steps that a syndicator should take to secure investor relations and he emphasizes the importance of finding your niche. Meanwhile, Spencer shares how he got started and how to approach and communicate with these sophisticated groups such as the family offices. Click the play button now and enjoy the show!Key Points From This Episode: How to start identifying your investment criteria and form key relationships.Finding high net worth investors through research and networking events.Reaching out to investors before meeting with them at events.Protect your credibility by only approaching investors with valuable deals.A family office is a unique and broad category.It is much more institutionalized.It’s about forming a relationship and trust.There are individual single offices and multifamily offices.Links Mentioned in Today’s Episode:Fletcher Clardy III on LinkedInFletcher Clardy III on BiggerPocketsClarity Equity Group websiteWS694: Developing A Family Office Relationship with Fletcher ClardyGray Capital LLC websiteSpencer Gray’s emailAfter interviewing thousands of entrepreneurs, one truth is clear: business success means little if it costs your marriage, family, or faith.I'm now hosting the Courageous Men podcast for men who want to lead well at home and at work. I'm looking for five men to walk closely with who want to lead well at home and work.  Email me at [email protected] and tell me why you should be one of the five. whitneysewell.com  VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow📝 JOIN THE DISCUSSIONhttps://www.facebook.com/groups/realestatesyndication➡️ FOLLOW UShttps://twitter.com/whitney_sewell https://www.instagram.com/whitneysewell/ https://www.linkedin.com/in/whitney-sewell/ ⭐ Be Our Guest!We are continuously working hard to help our listeners with their journey to real estate syndication. If you think you can add value in any way to our listeners who are in commercial real estate, then we’d love to have you over. Apply here: https://lifebridgecapital.com/join-our-podcast/

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WS1287: Family Offices 101 | #Highlights

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This episode was published on April 30, 2022.

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How can you develop a strong business relationship with family offices and high net worth investors? Today in this #Higlights episode, we feature our conversations again with Fletcher Clardy III and Spencer Gray. They talk about how forging...

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