This post originally appeared on FINTRX Insider.
The family office landscape is opaque by nature. This makes finding, approaching and maintaining strong relationships with those in the private wealth space daunting and laborious tasks for many. Given their unique standards and preferences, individuals and funds targeting this wealth channel require a creative approach to ensure effective engagement. Luckily, progressive growth in the space combined with an upward shift in transparency makes reaching family offices a considerably simpler process than ever before. To ensure effective engagement with these remote entities, FINTRX outlined a number of best practices for crafting a pitch that turns heads and gets funded.