November 2019
Vol 6 | Issue 266

Q&A with Arthur Andrew Bavelas of Family Office Insights. Who are the “Top Multi Family Offices”?

Founder

Principle Series:

What is your  “Succession” plan??

Credit of course to the HBO series “Succession”. Why are we so brutal with the family?

Learn about the top Multi Family Office firms.

  • Website
  • Who to contact
  • Assets under management
  • Number of families
  • Ranking

Download Report

Disclosure: This information was obtained from public sources and not deemed to be accurate. Family Office Insights and/or its affiliates or owners are not libel nor take any responsibility for the information accurate or inaccurate. If you care to offer edits please feel free to email them to FOI administration. Thank you, and enjoy.

Made possible, and thanks to the generous support of our kind, thoughtful friends at:

Polsinelli Law, ,Ice Miller Law , CKR Law ,Pepper Hamilton ,SOSV , West Growth , 1st Wall Street Capital , FreshBooks , Microsoft Venture ,

Bessemer Ventures Partners ,Google X , KettleSpace , Green Sky Labs , BioMan , Myneurva , Starr Strategic Holdings, LLC ,

Tedx , Singularity University , Pitch Book , WOCstar Fund , Republic & Republic Labs , New York City EDC , TechCrunch ,

Angel List , Boma Global , Sheworx , G.L.O.W. Global League of Women , CB Insights

WHO LOVES YOU BABY? LOVED BY THE SMARTEST COMPANIES!

FOI REVIEWS:

“Dear Arthur, From the minute we signed onto Family Office Insights the experience has benefited our company. We were invited to attend the Sustainability conference at the UN. The family office investor lunch was attended by interesting and informed investors. Arthur has been fantastic in terms of connecting our company www.dropps.com to people and offices that might be helpful.

Jonathan Propper-Founder

“Dear Arthur, It was a pleasure to meet you and get to know you on a personal level.  We have much in common and I was humbled by your hospitality.

Professionally speaking, the experience at Family Office Insights went above and beyond our expectations. Even in the middle of summer, a large number of motivated investors gathered to hear the presentation.

Words cannot express how excited we are to move this vision forward.

With Much Appreciation

Fred Starr, MD , Founder-Myneurva Datasystems.

“ Arthur, Thank you so much! Tim and I were both greatly impressed by the quality of the event, the caliber of the attendees, and your excellent guidance and questions”.

Cheers,

Robert Cain
Executive Vice President & Chief Strategy Officer

Arthur,

By all accounts it was a huge success.  Thank you for all of your assistance and guidance through the process and for setting up an amazing crowd.  You made it easy for us and we look forward to working together again.

Best, Kevin S. Kelly

Chief Operating Officer, Chief Financial Officer, Chief Compliance Officer

Senior Vice President and Principal

Atalanta Sosnoff

New York, New York

“The FOI team put on a great luncheon for us! As inaugural winners for the Family Office Funding Challenge, we were pleasantly surprised how well organized and well-connected Arthur, Simeon and Lindsay were. They have a deep network of connections and were able to match us up with the appropriate people. Numerous attendees have already reached out to us who are interested in either investing or using our platform. Thank you to the FOI team for putting together a successful event. Good luck to the next winners — you’re in good hands!

Best,
Matthew Hoffman & Brittany Nguyen”

“Arthur’s team at Family Office Insights are an amazing crew.  They put their heart into their work.   They put me in touch with precisely the right people for my company.  They introduced me to the best strategic fit in North America for private equity investors, no small feat. Thank you sincerely for a fantastic job.

Peter Blaney CEO SignPost”

WHAT IS FAMILY OFFICE INSIGHTS?

Private Is Power – Family Office Insights is a private invitation only, collaborative peer-to-peer community of single family offices, qualified investors and institutional investors.

We accelerate the nexus of connectivity to family office investors who invest in your type of offering or opportunity. “One” can meet all these family offices without a FOI investor gathering. It just may otherwise take 2-3 years. We simply convene a group of family offices who are actively investing in your type of opportunity. FOI member family offices and other investors, attend a proper pitch gathering arranged just for you…all in one day, in New York City. Apply here

 

  • 15-30 family office investors attend with intention just to be pitched by you
  • You are the only presenter during the pitch from 12-2 PM
  • A short elevator pitch video is sent to over 20,000 subscribers: example
  • Over 800 family offices are invited who want to hear your pitch: example

You are provided contact information of all attendees

Family Office Insights investor gathering details:

  1. Organize an investor luncheon or afternoon forum
  2. Exclusive Solo Presentation (Minimum 2 hours)
  3. Provide 15 to 25 qualified investors who “opt-in” who have elected to hear your specific strategy and/or direct deal.
  4. Provide venue if you like
  5. Provide lunch or wine reception for attendees and presenters if you like
  6. Arthur Andrew Bavelas FOI founder will facilitate the gathering, or you can “self-host”
  7. Allow for distribution of collateral material during gathering
  8.  Contact information from attendees
  9.  Peer Insights Review Q&A distributed to over 20,000 FOI registered qualified recipients
  10.  Peer Insights Review video interview distributed to over 20,000 FOI registered qualified recipients


Family Office Insights is a voluntary, “opt-in” collaborative peer-to-peer community of single family offices, qualified investors and institutional investors. Join the community here www.familyofficeinsights.com



Arthur Andrew Bavelas of Family Office Insights. Who are the “Top Multi Family Offices”?

Commune With Your Peers: A safe, private, curated environment where investors not only learn from experts, thought leaders and asset managers, but also from their peers. The private Family Office Insights investor community represents a wide spectrum of investment views and levels of investment knowledge. Family Office Insights community participants share a commitment to improving their understanding of the complexities of the financial landscape with their peers and seek to become more effective stewards of wealth.

Arthur Andrew Bavelas, Founder of BavelasGroup Family Office, Family Office InsightsFamily Office Funding Challenge* , Global Business Network & The Family Office Impact Summit

As a globally recognized entrepreneur, author, and family office investor. Arthur Bavelas is a pioneer in developing one of the first private opportunity review networks, Family Office Insights, for investors within the family office community.

Fostering a collaborative method of evaluation and delivering a more efficient potential investment pipeline, Family Office Insights initiates timely peer-to-peer review of limited access investment opportunities.

Driven by dissatisfaction at lack of choices for private capital allocation, he founded Family Office Insights in 1998 to provide meaningful access and engagement opportunities for active, socially conscious entrepreneurs and wealth managers.

Mr. Bavelas draws upon his own experience founding, building and exiting a successful technology startup to evaluate current opportunities that often feature innovative intellectual property, bridge customer/market access, or solve some of the world’s most daunting challenges.

As a co-founder of The Family Office Impact Summit and other impact efforts, Mr. Bavelas seeks to raise awareness and provide open access to technologies and innovation to effect societal and environmental change.

He frequently speaks about wealth preservation, the new economy, entrepreneurship and legacy investing. His has co-authored several books and has been published in The Wall Street Journal, Bloomberg, and many others.