Let’s be honest: Family offices aren’t your typical institutional investors. They’re more like that exclusive club where you need to know the secret handshake—and your LinkedIn cold outreach definitely isn’t it.
The Uncomfortable Truth About Family Offices
- They’re basically invisible. Most family offices wouldn’t be caught dead in your standard investor database. They’re the financial equivalent of speakeasies—you need to know where to look.
- It’s all about who you know. Family offices operate on relationships so tight-knit, they make country club memberships look inclusive. Your Harvard MBA and slick deck won’t impress them if you don’t have the right intro.
- Cold calls = instant death. Nothing screams “amateur hour” quite like pitching crypto to a family office that exclusively invests in Midwestern real estate. This is where Octum becomes your secret weapon (and potential reputation-saver).
Survival Tips (Because Learning the Hard Way Is Expensive)
A. Hire Someone Who Actually Knows What They’re Doing
If your fundraiser’s Rolodex is full of pension fund managers and university endowments, congratulations—you’ve brought a knife to a gunfight. Family offices require a completely different species of relationship-builder.
Pro tip: Using Octum’s intelligence can save you from the awkward “Thanks, but we don’t invest in that” conversations. Know what Swiss family offices prefer before you pitch them your latest fintech venture. Your future self will thank you.
B. Geography Matters (A Lot)
Switzerland isn’t just about chocolate and watches—it’s also home to family offices with very specific allocation preferences. Same goes for the U.S. market, where regional differences can make or break your fundraising efforts.
Smart move: Get local talent who actually understands that Texas oil money doesn’t think like Silicon Valley tech wealth. Octum can help you map these preferences before you accidentally insult someone’s investment philosophy.
How Octum Turns You Into a Family Office Whisperer
Instead of playing fundraising roulette, Octum gives you the inside intelligence to approach family offices like you actually understand their business. Because nothing says “professional” quite like knowing exactly what someone invests in before you waste their time (and yours).
Bottom line: Family office fundraising is a relationship game with unwritten rules. Play it smart, or go home empty-handed.
