Keep this in mind when pitching a family office

By Brian DeLucia

Here is some advice to the sell-side when it comes to pitching family offices.

The priority at G1 (first generation wealth) is very conservative.  It is all about protecting wealth.   You only have to become wealthy once and want to do everything to protect it.

At today’s generation, the mindset is a little different.  While preserving wealth remains a priority, we have our own lives and career interests in addition to growing wealth.

Keep this in mind as to the audience you are pitching whether it is G1 or G2, G3, or G4.

 

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