Key Lessons Learned When Raising Money from Family Offices
In the world of fundraising, engaging with family offices requires a unique approach tailored to the distinct dynamics at play. In our latest discussion, experts Josh Wilson and Brian McKelvey delve into their valuable lessons learned from navigating this complex space.
💡 Key Takeaways:
- Understand the individualized dynamics of each family office.
- Communicate effectively and cater to their specific interests and preferences.
- Embrace a targeted strategy to build meaningful investor relationships.
🎙 Join us as we explore practical insights and proven strategies to effectively connect with family offices and drive successful fundraising efforts.
Fundraising #FamilyOffices #Investment #Networking #BusinessGrowth #LinkedInCommunity
Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.
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Brian McKelvey
Managing Director
Brian McKelvey is a Managing Director with Bright Harbor Advisors, a private placement advisor to top-tier PE, VC, credit, and other alternative asset GPs, as well as sponsor and non-sponsor backed direct deals, both primary and secondary. Brian began his career in finance in 2007 as a wealth advisor with a division of Citigroup, advising investors using holistic financial planning strategies. He then transitioned his focus to institutional money management by joining Transamerica Capital Management, marketing retirement products and services to independent wealth advisors in broker/dealers, banks, and major wirehouse firms. Brian is the former Director of Marketing & Business Development of Crescat Capital, and former Business Development Consultant of Weatherstone Capital Management. He also served as Senior Executive-Origination-US for Melior Capital Management, a Swiss-based co-investment and advisory life sciences placement agent. Most recently, Brian was a Managing Director with Weild & Co., a middle-market investment bank, working with founders and entrepreneurs in seeking out and securing financing from institutional investors. Brian studied Finance and Management at Regis University and is Series 6, 63, and 82 licensed with FINRA.