How to get warm introductions to family offices

The best way to connect with a decision-maker in a family office is through a warm introduction.

But how do you make that happen?

Here's a quick guide you can follow:

Step one: Identify the right family offices and their decision makers

  1. Use our database or any of the lists based on our database. Use the data columns to filter and identify the most relevant family offices by location, primary domain, secondary domain, etc. Read the description to learn more about them, and consider visiting their website to gain more insights.
  2. Our lists include the main decision maker for each family office, and a direct link to the "people" tab on the family office's LinkedIn company page. Follow that link and identify the decision maker's LinkedIn profile.

Step two: Find a path to a warm introduction

  1. Visit the decision maker's LinkedIn profile.
  2. Click on the list of common contacts, found just below the headline at the top of their LinkedIn profile.
  3. Go through the names of your mutual contacts, and see if there is anyone you feel comfortable asking for an introduction to the decision maker. If needed, use LinkedIn's filters to find introducers more closely related to you, such as by location or alma mater.
  4. If you cannot find a common connection that could make a meaningful introduction, go back to the "people tab" on the family office's LinkedIn company page and identify the other possible decision makers. Run the same search through your mutual connections with them.

Step 3: Request an intro

  1. Be careful to only ask for an introduction from people who actually know you and the decision maker (or are willing to take the time to learn about you and your offering). Note that the value and impact of the introduction are derived from a combination of the strength of the connection between the introducer and the decision maker, your relationship with the introducer, and the introducer's credibility. An introduction from a random person, based only on mutual LinkedIn contacts with no additional substance, isn't any better than cold outreach and is generally a waste of everyone's time.
  2. Reach out to the introducer and take the time to get on a call or an actual meeting with them. Make sure they understand the value of your proposition to the family office and why you want to talk to that specific family office or decision maker.
  3. Send the introducer a brief and informative email that includes the key points of information that you want the decision maker to receive. It should include just enough information to make them want to accept the introduction and meet you. It should be clear and easy to read, in a way that allows the introducer to simply forward the email to the decision maker.

To get started, consider downloading our full database. It comes with 6 months of free updates.

Check it out:  https://activefamilyoffices.com/products/b-afofulldatabase

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