Description

How can you develop a strong business relationship with family offices and high net worth investors? Today in this #Higlights episode, we feature our conversations again with Fletcher Clardy III and Spencer Gray. They talk about how forging relationships with family offices can help you land numerous deals over a long-term period.

Fletcher details steps that a syndicator should take to secure investor relations and he emphasizes the importance of finding your niche. Meanwhile, Spencer shares how he got started and how to approach and communicate with these sophisticated groups such as the family offices. Click the play button now and enjoy the show!

Key Points From This Episode: 

• How to start identifying your investment criteria and form key relationships.
• Finding high net worth investors through research and networking events.
• Reaching out to investors before meeting with them at events.
• Protect your credibility by only approaching investors with valuable deals.
• A family office is a unique and broad category.
• It is much more institutionalized.
• It’s about forming a relationship and trust.
• There are individual single offices and multifamily offices.

Links Mentioned in Today’s Episode:

Fletcher Clardy III on LinkedIn

Fletcher Clardy III on BiggerPockets

Clarity Equity Group website

WS694: Developing A Family Office Relationship with Fletcher Clardy

Gray Capital LLC website

Spencer Gray’s email

After interviewing thousands of entrepreneurs, one truth is clear: business success means little if it costs your marriage, family, or faith.
I'm now hosting the Courageous Men podcast for men who want to lead well at home and at work. 

I'm looking for five men to walk closely with who want to lead well at home and work.  
Email me at whitney@whitneysewell.com and tell me why you should be one of the five. 

whitneysewell.com  

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