New Arthur’s Round Table Episode Danielle Paterson of Family Office Access

Family Office Access, formerly known as Family Office List, was founded in 2001 by a hedge fund manager who saw a gap in the market: there was no simple, reliable way to identify Family Office capital partners. What began as a quarterly spreadsheet evolved into one of the most trusted resources for founders, advisors, and professionals navigating the often opaque world of Family Offices.

In 2016, under new ownership, we transformed the product from static files into a dynamic, filterable platform—designed to help users stop guessing and start connecting with the right decision-makers. Now in Version 2.0, Family Office Access combines intuitive search functionality with human-verified data, real-time updates, and industry education to help you connect with purpose and precision.

00:00 Journey to Entrepreneurship

02:45 Building Family Office Access

06:02 Navigating the Family Office Landscape

09:09 Data Integrity and Research

12:13 Creating Collaborative Opportunities

14:53 The Shift to Virtual Engagement

17:55 Understanding Family Office Dynamics

20:56 Marketing and Relationship Building

28:36 Understanding Family Office Structures

33:03 Technology and Cybersecurity in Family Offices

42:44 Collaboration and Impact Investing in Family Offices

49:21 Building Genuine Connections in Family Office Networks