United States
Reading skills matter so PLEASE READ THIS 👇 👀 I ONLY connect with Family Offices as the worlds top relationship builder in the Single Family Office Space. DO NOT send ME CONNECT REQUESTS AND or inbound emails for ANY of the FOLLOWING 👇 OTHERWISE YOU WILL BE BLOCKED 1) Investments or FUNDRAISING rounds. 2) Digital Advertising, social media, video, AI or sales help nor do I need to set up a pod cast. I was on LinkedIn in 2003 and also doing selfie videos in 2009(What were you doing back then?) 3) If you are a 3rd degree connection. 4) Your profile is NOT verified. 5) You have NO picture(its 2025 for god sakes get real). 6) You call yourself super connector, LION, or claim to have 1M+ connections (good for you) 7) You wanna pick my brain, trade notes, or thought since we have a few common connections we should connect. Son to a Strategy Goddess (Passed from Alzheimer's in 2017) and a Relationship Management Guru(passed from COVID in 2020). Worlds top #FamilyOffice Networker and Master Connector(made over 12,000 strategic connections since 2008). Sales chops like a navy seal Super chief of Networks, Revenue creator, Network builder AND SFO community builder. Design strategic partnerships like a chess champion Worlds top relationship builder in the FO space (with over 1000+ SFO relationships), and bring top sales, business development help as well as strategic networking engine to your SFO. and yes I host private global curated Single Family Office events. Singapore(x1), London(x3), Dubai(x2), Tokyo(x1), Rome(x1) and USA (50+). I remove LinkedIn connections after 5 years if you have not been responsive. Why am I called Network Sommelier? Because I specialize in building #customer networks, growing sales revenue and building strategic partnerships like how a wine sommelier would pair up wine and food AND I am NOT a wine sommelier! May the FORCE ⚡️ always be with you! 🙏
PLEASE DO NOT SOLICIT FOR FUNDRAISING Co-Founder & Principal Provide Single Family Offices and those holding companies (typically 10+ operating companies) with 1) Sales and business development help 2) Strategic partnerships advice 3) Creation of revenue through new customer channel creation 4) Advice on implementing and executing strategic projects on a global basis 5) Strategy execution and implementation for portfolio company CEO's and their C level management on new customer generation, new revenue production and new channel implementation. 6) Global Strategy Advice Relationships and long term trust are not created via likes or posting LinkedIn content or tweeting. They require significant amount of time, skill and strategy to build over several months(some take years). If you are writing $10M + checks for investments, it's takes time to do due diligence, ask questions and learn about the relationship. Growing sales requires building trust with customers and channel partnerships. Once a year I host a "private invitation only Family Office Summit" that is intended to get families sharing their best experience in a trusted environment without getting pitched by strangers/vendors. I am NOT in the conference business but bring one outside sponsor and 98% of the attendees and speakers are ALL "true" Single Family Offices and ALLOCATORS. If you are a real #SFO with > $2B AUM and 10+ operating companies and wish to grow your network of family offices, please feel free to contact me. NO RIA's pretending to be SFO's please.
678 Parnters Consulting client. PLEASE DO NOT SOLICIT FOR FUNDRAISING. I am the entire firms Single Family Office Consultant. This firm is the merger of 2 law firms, Shearman & Sterling (Who I have been working for since Dec 2018) as well as Allen and Overy. The merger was finalized on May 1st 2024. I work with the most senior partners across clean energy, Private Equity, Financial Services, Hedge Funds, Venture, Technology, M&A and all other verticals to provide access and introductions into my large and private Family Office network. I have been consulting the firm since Dec 2018. I curate and MC private SFO events for the firm across the US and the Globe. All of my speakers are SINGLE FAMILY OFFICES.
678 Partners Consulting Client Shearman and Sterling merged with Allen Overy creating A&O Shearman Please DO NOT solicit for fundraising To date: Have brought in over 600+ Large SFO's for in person meetings in NYC This large global law firm has been advising many of the world's leading corporations and financial institutions, governments and governmental organizations for over 100 years. My role is advising on building a Family office event strategy and building an educational platform to work with their global family offices. Built strategy for the entire firm to curate an annual event to meet 100+ new SFO's a year. 30+ SFO speakers and 200+ SFO guests rotating through a curated program 2021 - Brought in 200+ SFO's in NYC for an in person summit (1st FO Summit) 2022 - Brought in 200+ SFO's in NYC for an in person summit (2nd FO Summit) 2023 - Brought in 200+ SFO's in NYC for an in person summit (3rd FO Summit) 2024 - Brought in 300+ SFO's in NYC (4th FO Summit + 1st Women's FO Summit) Make in person introductions to Partners in PE, VC, Banking, Trust and Estates, Real Estate and other practice areas.
Private network of #FamilyOffices ! Invite only
PLEASE DO NOT SOLICIT FOR FUNDRAISING/Connecting or any other matter. Client of 678 Partners Chief of Network for the Family Principle. Do multiple things: 1) Developing Strategic Partnerships with ALL relevant SFO's on a Global Scale. 2) Doing Due diligence on new names that attempt to meet the Principle 3) Look for speaking engagements that fit the global strategy 4) Focused on Sports, Media, AI, Healthcare asset classes
Client of 678 Partners Advise client on: I perform several functions for this Private Family Office based on a principal family requirements: 1) Conduct research into Global Single family Offices that may want to work/partner with Family 2) Help their private held companies expand their sales and conduct business development strategy on a global scale 3) Host private family office events/invitation only events on topics of interest to their families