💸 Raising Capital from Family Offices Workshop

​About this event

​A two-day interactive workshop designed for real estate sponsors, entrepreneurs, and capital raisers looking to raise capital from family offices.

​Wednesday, September 3: 12:00pm–1:30pm EDT
Thursday, September 4: 12:00pm–1:30pm EDT

​Both sessions will be recorded

​Over two 90-minute live sessions, you’ll learn how family offices invest, explore real-world case studies, and walk away with practical tools to build your capital network and negotiate smarter.

​Participants will receive pre-read materials, including case studies and frameworks, and gain post-course access to Circle, where we’ll share recorded videos, sample decks, curated investor lists, and outreach templates.

​You’ll learn how to:

• ​Understand the family office landscape—types of family offices, how they invest, and how they make decisions.

• ​Compare investment structures—joint ventures, LP capital, co-GP deals, and direct platform investments.

• ​Learn from case studies—real-world examples of family office-backed sponsors and platforms.

• ​Build your family office network—proven strategies for sourcing and developing investor relationships.

• ​Create your own outreach campaign—hands-on session to craft cold emails, improve your deck, and map your targets.

• ​Negotiate with family offices—walk through term sheets and governance considerations from live deals.

​You’ll leave with actionable insight into how family offices invest in real estate—and how to get them to invest in you.

​The Workshop Will Cover:

​Who Are Family Offices?

• ​Decision-making dynamics, check sizes, risk appetite, and timelines

• ​How to approach single-family vs. multi-family offices

​Investment Structures that Work

• ​Joint ventures vs. co-GP partnerships

• ​Direct LP vs. platform investments

• ​Examples of real capital stack structures and governance terms

​Case Studies in Action

• ​Fred & Rise Capital: Scaling an industrial platform via joint venture with a single-family office

• ​Rachel & Grove Living: Building a lifestyle rental platform through a co-GP with a tech founder’s family office

• ​Dee & Solace Communities: Attracting LP capital from family offices to expand a wellness-oriented housing brand

​Building Your Family Office Network

• ​Where to find them—and how to get introduced

• ​Warm intros vs. cold outreach

• ​Email strategy, social media presence, and follow-up frameworks

​Marketing Materials & Outreach Strategy

• ​Building a pitch deck that speaks to family offices

• ​Writing compelling cold emails

• ​Targeting based on themes, sectors, and values

​Live Workshop: Build Your Outreach Campaign

• ​Write your cold email to a family office

• ​Customize your marketing deck using our template

• ​Receive feedback on your campaign and investor list

​Term Sheets & Real-World Negotiations

• ​Walkthrough of a family office JV agreement

• ​How control, promote, and exit terms get negotiated

• ​Interactive term sheet drafting exercise

​Format & Access:

• ​Two live sessions: Each 90 minutes, split across two days

• ​Pre-read materials: Case studies and framing decks shared in advance

• ​Post-workshop access: Circle community with recorded breakdowns, sample agreements, and template resources

​Frequently Asked Questions

​Will students receive a copy of the materials?

​Yes, all students will receive a copy of the materials we use.

​I can't make this time - will a recording be available?

​Yes, we will send out a recording to all students who sign up, regardless of whether or not they attend the session.