Family Office Contacts
Family office contacts are the people tied to investment decisions and execution inside a family office.
Definition
Definition Family office contacts include the individuals who influence or execute investment decisions: principals, CIOs, investment professionals, chiefs of staff, gatekeepers, CFO/controller, and legal counsel. In family offices, titles can be inconsistent, and influence may sit with someone who isn’t labeled “investments.” Good contact data includes role context: what the person actually does, what they approve, and where they sit in the decision path. Allocator Context Family offices are relationship-driven and privacy-conscious. Many contacts are protected behind assistants, advisors, or personal networks. Contacts also change frequently relative to institutions because teams are small and roles are fluid. A reliable contact record should reflect “reachability” and relevance, not just a name. Decision Authority Contact usefulness is determined by whether it routes you to the real decision process. If you email the wrong person, you don’t just waste time—you risk being categorized as noise. Why It Matters for Fundraising Most missed opportunities are routing failures. Knowing the correct contact and their role in approvals is the difference between “no response” and “productive conversation.” Key Takeaways Contacts should include role context, not just identity Titles vary; decision influence can be non-obvious Reachability and recency are core quality signals Correct routing reduces wasted outreach and reputational risk