menu
{ "item_title" : "The Private Wealth Fundraiser", "item_author" : [" Julian R. Sterling "], "item_description" : "Approval is not distribution.Every quarter, another private markets manager clears due diligence at a major wealth platform, celebrates the approval, and then watches the flows arrive in a trickle. The fund is on the shelf. Almost nobody is selling it. The problem is not the strategy or the track record. The problem is that raising capital from wealth managers, private banks and family offices is a different job from institutional fundraising, and very few firms are set up to do it.The private wealth channel is where the next decade of private markets capital is coming from. It is enormous, fragmented, operationally demanding, and unforgiving of managers who treat it as institutional fundraising with smaller checks. Winning in it requires the right vehicle, a narrative that survives being retold four times, and a servicing model most general partners have never had to build.The Private Wealth Fundraiser is a practitioner's operating manual for that work. It maps the channel segment by segment, from wirehouses and RIAs to European private banks, Asian booking centers, feeder platforms and single-family offices, and it is specific about who says yes and who can quietly say no. It explains the three gates of every wealth decision, why clearing the first one is necessary and almost useless on its own, and what actually moves an advisor.Inside this bookHow evergreen and semi-liquid vehicles really work, and how to talk honestly about liquidityRunning a platform due diligence process end to end, including the operational review that kills most approvalsFee and share class architecture that survives contact with regulationAdvisor education programs that convert into ordersA field playbook with prepared answers to the eight objections you will hear constantlyWhy family offices are a different sale entirelyCompliance and suitability discipline that keeps you on the platformThe metrics, forecasting and pipeline model for a channel with thousands of buyersA complete ninety-day implementation case study and a reusable planWritten for distribution and capital formation professionals, investor relations teams, placement agents, product specialists, heads of wealth distribution building the channel from nothing, and the gatekeepers on the other side of the table.The capital is there. This is the manual for earning it.", "item_img_path" : "https://covers1.booksamillion.com/covers/bam/9/79/818/908/9798189081484_b.jpg", "price_data" : { "retail_price" : "19.99", "online_price" : "19.99", "our_price" : "19.99", "club_price" : "19.99", "savings_pct" : "0", "savings_amt" : "0.00", "club_savings_pct" : "0", "club_savings_amt" : "0.00", "discount_pct" : "10", "store_price" : "" } }
The Private Wealth Fundraiser|Julian R. Sterling

The Private Wealth Fundraiser : A Practical Guide to Raising Private Markets Capital from Wealth Managers, Private Banks, and Family Offices

local_shippingShip to Me
In Stock.
FREE Shipping for Club Members help

Overview

Approval is not distribution.

Every quarter, another private markets manager clears due diligence at a major wealth platform, celebrates the approval, and then watches the flows arrive in a trickle. The fund is on the shelf. Almost nobody is selling it. The problem is not the strategy or the track record. The problem is that raising capital from wealth managers, private banks and family offices is a different job from institutional fundraising, and very few firms are set up to do it.

The private wealth channel is where the next decade of private markets capital is coming from. It is enormous, fragmented, operationally demanding, and unforgiving of managers who treat it as institutional fundraising with smaller checks. Winning in it requires the right vehicle, a narrative that survives being retold four times, and a servicing model most general partners have never had to build.

The Private Wealth Fundraiser is a practitioner's operating manual for that work. It maps the channel segment by segment, from wirehouses and RIAs to European private banks, Asian booking centers, feeder platforms and single-family offices, and it is specific about who says yes and who can quietly say no. It explains the three gates of every wealth decision, why clearing the first one is necessary and almost useless on its own, and what actually moves an advisor.

Inside this book
  • How evergreen and semi-liquid vehicles really work, and how to talk honestly about liquidity
  • Running a platform due diligence process end to end, including the operational review that kills most approvals
  • Fee and share class architecture that survives contact with regulation
  • Advisor education programs that convert into orders
  • A field playbook with prepared answers to the eight objections you will hear constantly
  • Why family offices are a different sale entirely
  • Compliance and suitability discipline that keeps you on the platform
  • The metrics, forecasting and pipeline model for a channel with thousands of buyers
  • A complete ninety-day implementation case study and a reusable plan

Written for distribution and capital formation professionals, investor relations teams, placement agents, product specialists, heads of wealth distribution building the channel from nothing, and the gatekeepers on the other side of the table.

The capital is there. This is the manual for earning it.

This item is Non-Returnable

Details

  • ISBN-13: 9798189081484
  • ISBN-10: 9798189081484
  • Publisher: Independently Published
  • Publish Date: July 2026
  • Dimensions: 9 x 6 x 0.44 inches
  • Shipping Weight: 0.63 pounds
  • Page Count: 210

Related Categories

You May Also Like...

    1

BAM Customer Reviews