Tomorrow: Navigating the Family Office & UHNWI Fundraise

Tomorrow, May 6 at 12pm ET we’re hosting a live 2-hour workshop led by Paul Stanton, Partner at PTB & Thesis Driven.

Paul has sat on both sides of the family office table—he's been personally backed by family offices and has helped sponsors raise everything from $2 million LP checks to large-scale LP commitments.

In this session, he'll break down exactly how family offices evaluate deals, what gets you a second meeting, and how to structure a raise that matches how these investors actually deploy capital. You'll leave with outreach templates, a pitch framework, and a live-built campaign you can start running the next day.

And despite all the noise around AI deals and the SpaceX IPO, family offices are still actively allocating to real estate—in many cases, they're looking harder than ever for tangible, cash-flowing alternatives to the frothy end of the market. That dislocation is an opportunity if you know how to position into it.

Here's what you'll learn

• Understanding the family office landscape: How single-family and multi-family offices differ in decision-making, check sizes, risk appetite, and timelines—and why the approach that works for one often fails with the other.

• Comparing investment structures: When a family office wants a JV versus an LP commitment versus a co-GP partnership or direct platform investment, and how to match your raise to the structure they're most likely to say yes to, with real capital stack examples and governance terms.

• Learning from real case studies: How sponsors have scaled industrial platforms through single-family office joint ventures, built lifestyle rental brands via co-GP deals with tech founders' family offices, and attracted LP capital from family offices into wellness-oriented housing, with lessons from what worked and what didn't.

• Building your family office network: Where to find family offices, how to get introduced, and the difference between warm intros and cold outreach—plus email strategy, social media presence, and follow-up frameworks that keep conversations moving.

• Creating your outreach campaign: A hands-on session where you'll write your cold email, customize your pitch deck using provided templates, map your target list, and get feedback on your materials in real time.

• Negotiating with family offices: A walkthrough of an actual family office JV agreement — how control, promote, and exit terms get negotiated—plus an interactive term sheet drafting exercise so you leave with practical negotiation instincts, not just theory.

All participants will receive recordings of the session, sample agreements, outreach templates, and curated investor lists, shared via our private Circle community.

You'll also gain access to an active community of real estate investors, developers, operators, and capital allocators.

This workshop is delivered over one live 2-hour session: Wednesday, May 6f rom 12:00-2:00 PM ET

Reserve your spot now. Space is limited.

See you there!
–Brad & Paul