What the Fundraising

233: Fundraising from Family Offices with Trust & Strategy with Kerrie Mitchell

Apr 1, 2025
Kerrie Mitchell, a seasoned philanthropic strategist and Managing Partner at FSO Partners, dives into the intricate world of family office philanthropy. She explains what family offices are and their unique relational dynamics. Kerrie highlights the crucial role of trust in building these connections, especially in today's uncertain climate. She offers practical guidance for fundraisers on engaging wealth advisors and creating compelling donor experiences, emphasizing that understanding these networks can unlock significant funding opportunities.
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INSIGHT

Trust Is The Core Currency

  • Family offices prioritize deep trust because wealthy people face constant solicitations and thus are more skeptical.
  • Building trust is the core determinant of successful relationships with family offices.
ADVICE

Learn Their Language First

  • Start by learning family office terminology and identifying who the trusted advisors are.
  • Meet them where they are by understanding what they value and tailoring your approach.
INSIGHT

Why Families Create Offices

  • Single-family offices typically form when a family controls roughly $50–100M+ in assets and want centralized control.
  • Their motivations center on privacy, control, legacy, technology, and family services.
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