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FAMILY OFFICES

Winning Investment - Pitching and Selling to Family Offices

With Subject Matter Experts

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John Schneider

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COO, Ohana Advisors

Watch the
CEO Roundtable Highlights!

Purchase the full recording of this roundtable below.
The cost is just $195.

Multi-Family Offices (MFOs) and Family Offices (FOs) as a class are hard to locate, hard to understand,
and hard to penetrate. In this riveting and informational webinar, you’ll learn how to:
- Identify, locate, and connect with multi-family offices
- Discover what their investment classes and strategies are Secure funding through a successful pitch
- Determine the best investor for you, and the differences between Venture Capital firms and Multi-Family Offices.

Subject Matter Expert John Schneider, Managing Partner and COO of Ohana Advisors, an MFO with over $1.7 Billion in assets under management, a former partner at two hedge funds, and a former investment banker, knows his way around the FO and MFO world.

Just Some of the Key Takeaways -
- MFOs generally seek an 8-12% return annually over a complete economic cycle across asset classes.
- MFOs, focused on moving family wealth from generation to generation, are looking for longer-term investment opportunities
- MFOs behave as institutional investors, with professionals representing family interests.

Moderated by

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Stephen Kuhn

Chairman, AFN