Family Office Introductions-how hard is it?

Has anyone had good/bad experiences trying to get capital, fund raise, or access family offices for investments? I was curious to see if anyone on here has had luck and what their experience has been? Family offices can be very difficult to get information on. (list of family offices here) One of the most difficult FO's to contact is Cascade Investments i.e. Bill Gates Family Office, extremely difficult to get emails to them. I have covered a lot of the family office landscape over the years but this one is the most difficult. The other firm that I couldn't gain entry was Ensign Peak Partners/Advisors- this is the firm that oversees all the Mormon money in Utah. You basically have to be a Mormon to get an introduction or through the front door. Anyone else have experience or difficulty getting traction with certain firms?

Check out the WSO Family Office Database here

 

Aut quis maxime architecto inventore enim quas. Blanditiis aut qui earum.

Architecto culpa et fugiat aspernatur et quos odit eligendi. Repellendus sint accusamus doloremque explicabo laborum. Eos ut perspiciatis sint qui voluptatibus. Quidem voluptas culpa sit. Non iusto laborum iure maxime.

Career Advancement Opportunities

May 2024 Private Equity

  • The Riverside Company 99.5%
  • Blackstone Group 99.0%
  • Warburg Pincus 98.4%
  • KKR (Kohlberg Kravis Roberts) 97.9%
  • Bain Capital 97.4%

Overall Employee Satisfaction

May 2024 Private Equity

  • The Riverside Company 99.5%
  • Blackstone Group 98.9%
  • KKR (Kohlberg Kravis Roberts) 98.4%
  • Ardian 97.9%
  • Bain Capital 97.4%

Professional Growth Opportunities

May 2024 Private Equity

  • The Riverside Company 99.5%
  • Bain Capital 99.0%
  • Blackstone Group 98.4%
  • Warburg Pincus 97.9%
  • Starwood Capital Group 97.4%

Total Avg Compensation

May 2024 Private Equity

  • Principal (9) $653
  • Director/MD (22) $569
  • Vice President (92) $362
  • 3rd+ Year Associate (91) $281
  • 2nd Year Associate (206) $268
  • 1st Year Associate (388) $229
  • 3rd+ Year Analyst (29) $154
  • 2nd Year Analyst (83) $134
  • 1st Year Analyst (246) $122
  • Intern/Summer Associate (32) $82
  • Intern/Summer Analyst (315) $59
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
Betsy Massar's picture
Betsy Massar
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
GameTheory's picture
GameTheory
98.9
6
CompBanker's picture
CompBanker
98.9
7
kanon's picture
kanon
98.9
8
dosk17's picture
dosk17
98.9
9
DrApeman's picture
DrApeman
98.8
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”