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Show me family offices allocating to hospitality in the Southeast
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Found 847 entities matching your criteria. 14 warm paths through your network via 3 connectors:
Here are the top matches:
ML
Marcus Lindgren
Board Member · Sterling Cap
1st · 4 paths
SC
Sarah Chen
Partner · Stanford GSB
1st · 3 paths
JW
James Wu
GP · Harbor Point
1st · 2 paths
Entity
Warm path
AUM
Score
Midwest Family Office
via Marcus L. · Board
$200M
93
Beacon Hill Capital
via Marcus L. · Ex-colleague
$280M
91
Sterling Wealth
via Sarah C. · Stanford
$420M
87
Pacific Coast FO
via Marcus L. · Co-advisor
$210M
84
Summit Bridge Capital
No warm path
$170M
81
Greystone Capital
via James W. · Board
$310M
79
Harbor Point Wealth
via James W. · Co-investor
$260M
72
$1.85B total · 7 shown of 847 · Draft outreach for all warm paths →
Draft outreach for Midwest Family Office using the Marcus connection
AC
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Here's a draft referencing your warm path through Marcus Lindgren (board member since 2022):
Happy to coordinate through Marcus if easier.
To: [Contact] · Midwest Family Office
Subject: Nashville hospitality — intro via Marcus
Marcus Lindgren suggested I reach out — he mentioned your recent close on the Austin hotel JV and thought our Nashville project might align with your RE + hospitality thesis.Happy to coordinate through Marcus if easier.
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