October 2019
Vol 6 | Issue 260

Q&A with Arthur Andrew Bavelas Revealing 5 STEPS TO ACCELERATE THE NEXUS OF CONNECTIVITY TO FAMILY OFFICES WHO CAN INVEST IN YOUR COMPANY OR FUND. Apply, Prepare, Pitch, Follow Up, Get Funded. Private is Power.

Founder of Family Office Insights & BavelasGroup Family Office

Principle Series:

Thank you for an extraordinary 2019

We are sold out for 2019 (except for the few subsidized slots that West Growth has in inventory) and nearly sold out for the entire first quarter of 2020! We have some amazing opportunities coming your way. Stay tuned.

APPLY-QUALIFY-PREPARE-PITCH-GET FUNDED

There are many ways to connect with family offices and family office investors (top 12 family office communities). Family Office Insights is just one. On a rolling 24 months there has consistently been over $200 million allocated to the qualifiers who presented, and in the last 12 months over $110 million. FOI is not perfect, but as it turns out, it is pretty darn good.

Standard FOI gatherings sold out: $16,000.00

Standard FOI (subsidized) gathering $5,000.00 via our friends at Wiss Growth if you hurry, make the cut off and qualify before the others. Limited inventory.

If you’ve qualified or care to nominate an opportunity, our friends at West Growth have reserved up to 3 subsidized 2019 & 2020 slots at $5,000.00 rather than the standard $16,000.00 Family Office Insights fee. They may make them available if you qualify and you can grab them before the slots are claimed by others. Apply here, or contact Sean Colrick at West Growth directly to qualify.

Reviews from prior qualifiers.

Apply or nominate an opportunity for a Family Office Insights investor gatherings/Nasdaq interviews & Peer Insights Report Q&A’s (Standard rates apply. We cannot accept success fees).

Family Office Insights is a private, invitation only, collaborative peer-to-peer community of over 20,000 family offices and other investors who have qualified for membership.

Example of prior presenter.

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. 

  • 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 “opt in” Community Stats & Peer Insights Reports Q&A subscribers. More than:

5000 Registered Family Office Investors

3000 Registered Impact Investors

3000 Registered Crypto, ICO, Block Chain, Digital Asset Investors

5000 Registered Private Equity Investors

3000 Registered Real Estate Investors

2000 Registered Attorneys and Accountants

3000 Registered Angel, Venture & Early Stage Investors

Join Family Office Insights LinkedIn Group

See Family Office Insights Conference at The United Nations Delegates Dining Room at the United Nations September 5th 2019.

Register for 2020 Family Office Insights Family Office Impact Conference

The #1 thing is to meet as many people as possible, as soon as possible. Then determine the right ones with which to develop a meaningful relationship. Seems obvious right? However most people get distracted by, or revert to, their comfort zone activities. The old adage is more instructive than ever “successful people do the things that unsuccessful people simply refuse to do”.


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


How many years have you and Family Office Insights been connecting family offices, and family office resources with those desiring to have meaningful relationships?

In some form or another Family Office Insights has been convening & connecting entrepreneurs, funds, multi family offices, institutional investors and large corporations for over 20 years.

What is the number one thing you've learned about connecting with family offices/investors that you would like to share?

The most important lesson is this: There is a requisite amount of time that needs to pass between the time you meet someone who can write a check or bring you valuable resources, and when they actually pull the trigger. So the only way to thwart the tyranny of the clock is to start the clock ticking as soon as possible. The #1 thing is to meet as many people as possible, as soon as possible. Then determine the right ones with which to develop a meaningful relationship. Seems obvious right? However most people get distracted by, or revert to, their comfort zone activities. The old adage is more instructive than ever "successful people do the things that unsuccessful people simply refuse to do".

What are 2 things you learned about family offices that is worth sharing?

1) Unlike institutional or fund investors, they are idiosyncratically themselves.
For the same reason they a good to know: they can pull the trigger on anything they love; and they can be challenging as they can change their mind at any time for any reason.
2) Money is just money from most investors. Money from family offices usually comes along with meaningful connections to, customers, other family offices and what is often endless resources that can help a business in a variety or ways.


Arthur Andrew Bavelas Revealing 5 STEPS TO ACCELERATE THE NEXUS OF CONNECTIVITY TO FAMILY OFFICES WHO CAN INVEST IN YOUR COMPANY OR FUND. Apply, Prepare, Pitch, Follow Up, Get Funded. Private is Power.

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.