• Product Context Family Network

Service Offering

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ACCESS TO DEAL FLOW

Context365 for Family Offices allows access to the membership directory as well as the ability to post and inquire about direct deals and other co investment opportunities.

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EDUCATIONAL CONTENT

Our in-person and online events offer content from various subject matter experts, create space for thought provoking discussions and allow for interactions between families.

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SECURE CONNECTION

With a growing number of wealthy families and deal opportunities, we understand the need to stay connected to discuss current interests. As an exclusive network, we provide a secure and private platform to connect with likeminded families both virtually and in person.

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PEER-TO-PEER NETWORKING

Our virtual connection/interactions are done through the Context365 platform for Family Offices, our online community that gives you access to our member directory and exclusive deal flow opportunities posted by other families as well as sponsored deals.

Event Calendar

We offer two online networking opportunities per month (the first Tuesday and third Thursday of every month at 11am PST/2pm EST) – open to existing and prospective CFN members.

1-2x monthly we offer curated/educational content focused on investing in a particular asset class, issues related to generational wealth transfer and other topics relevant to the Family Office ecosystem.

Past webinar topics have included:

  • Venture Investing
  • Gold vs Crypto investing (hosted by the World Gold Council)
  • Private Equity investing in today’s market
  • Private Credit investing – Are we in a credit bubble?
  • Cybersecurity and the need for increased vigilance in the Family Office space
  • SPACs – the good, the bad and the ugly
  • Private Equity – 2022 Outlook for the Growth Equity sector
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Membership

We offer 2 annual membership options.

PLATINUM

  • 2 passes to attend the CFN retreat in Miami
  • 2 passes to attend your local chapter retreat
  • Membership to Context365 for Family Offices
  • Full Access to the exclusive CFN deal dashboard
  • CFN member directory access
  • Access to ALL in-person events (regardless of chapter location)
  • Unlimited access to virtual events

SILVER

  • 2 passes to attend your local chapter retreat
  • Membership to Context365 for Family Offices
  • Full Access to the exclusive CFN deal dashboard
  • CFN member directory access
  • Access to ALL in-person events (regardless of chapter location)
  • Unlimited access to virtual events

MEMBER PROFILES

Each family office applicant is thoroughly vetted prior to having access to the Network. We take privacy, integrity and member contribution seriously.

    Generational Breakdown
    Demographic
    AUM

Team

Carolina Campbell

Managing Director, Context Family Network (CFN)

Meena Rossi

Relationship Manager

Simon Lockett

Business Development Associate

Please fill out the following form to contact us

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