7 hours ago

31 min

Everyone Wants Family Offices. Few Are Closing Them. November Update with Dave Dubeau

This month I went through 75 conversations with operators, capital raisers and clients. One theme kept coming up: everybody wants family office money, but very few people are closing it. In this solo update I share what I'm seeing in the market, why smart operators are buying for cash flow again, where to find investors that your competition is missing, and why the warm commitment beats the hard close. Plus a client win and what I'm up to outside of work.

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