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Winning Investment - Pitching and Selling to Family Offices

With Subject Matter Experts


John Schneider


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


Stephen Kuhn

Chairman, AFN

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