Webinar Series

Building a Sustainable Family Office Venture Fund

An increasing number of family offices are investing in venture capital via direct investments, effectively creating an internal fund. While some families have found a successful, sustainable strategy, many have not and even a few have decided to exit direct investing completely.  

This webinar series, presented in partnership with Toniic, Family Office Exchange, and the Stanford Emergence Program, is designed to help family office principals:

  • Understand the opportunities and challenges with respect to direct investing, and creating an internal venture fund

  • Learn from successful investors in terms of how they design funds, evaluate potential investments, and support portfolio companies post-investment

  • Build sustainable funds that stand the test of time and involve multiple generations

Session Breakdown

Episode 1 - Venture Capital Opportunities and Challenges

March 19, 11:00am Pacific

You'll hear from principals and seasoned entrepreneurial investors Jason Ingle and Vijen Patel on key foundational aspects of the venture capital market and its relationship to family offices including:

  • Venture capital basics: size, performance, growth of the market by vertical

  • If VC may be right for your family office

  • Direct vs. fund investing

  • Getting buy-in from the family

  • Involving the next generation

—— RSVP here! ——

Episode 2 - Designing a Family Office Venture Fund

May 14, timing TBA

Episode 3 - Finding & Evaluating Potential Investments

September (date TBA)

Episode 4 - Supporting Entrepreneurs in the Portfolio

November (date TBA)

Speakers

Vijen Patel

Founding Partner of The 81 Collection

More to come!

What’s Unique?

  • This series is designed to speak primarily to family office principals, and utilizes principals as speakers, along with select service providers with deep expertise

  • Non-commercial setting: The organizers and speakers do not invest third party capital

  • Lessons told honestly (i.e. What works, What doesn’t) and via stories and specific examples