A few plain pages
The site usually has a home page, an approach page, acquisition criteria, the principals and a contact page, each written plainly and without performance claims.
Services / Family offices
WEBSITES FOR family offices.
Endcap designs websites for family offices that buy and hold real estate. The site is usually a few pages long and is written for the brokers, sellers and lenders who look up the office before they send a deal. It states what the office buys, names the principals if the family wishes, and explains how to submit an opportunity, and the family and its counsel approve everything on it.
What’s included
What a family office website includes
Every site is designed and built by Endcap, with the pages, forms, and integrations agreed in your proposal.
Acquisition criteria
A buy box lists property types, markets, deal size, structures the office will consider and timing to close, so brokers can screen a deal before they send it.
Deal submission form
The form asks for the property, price, offering memorandum or rent roll and the broker’s contact details, and it routes each submission to the person who reviews that property type or market.
Principals
The site gives names and short biographies for the people brokers will deal with, or a general contact if the family prefers not to be named.
Discretion by default
Portfolio addresses, figures and partner names appear only when the family approves them, and the site can be kept to a minimal set of pages.
Representative acquisitions
Where the family is comfortable, a short list of property types or past purchases helps brokers judge fit without disclosing current holdings.
Details
Rules and details to get right
General information to plan the site around. It is not legal advice; your counsel owns the final wording of any compliance language.
From our work
Endcap designed and built the website for Parker & Associates, Inc., a commercial brokerage, with team pages, listings and inquiry forms. Brokers are the main readers of a family office’s acquisition criteria, and that work shapes how the criteria and the submission form are laid out.
See Parker & Associates, Inc.- The SEC family office ruleUnder the SEC’s family office rule (17 CFR 275.202(a)(11)(G)-1), a family office that the rule does not treat as an investment adviser has no clients other than family clients, is wholly owned by family clients and does not hold itself out to the public as an investment adviser. The website should describe the office’s own investing, and counsel should review the wording. Source
- Raising outside capitalIf the office raises capital for a deal under Rule 506(b) of Regulation D, it may not use general solicitation or general advertising. A public website should not describe an offering unless counsel has confirmed the exemption allows it. Source
- Acquisition criteria ask for propertiesAn acquisition criteria page asks brokers and sellers for properties to buy. Leaving out any mention of investors or returns makes its purpose clear to the brokers who read it.
- Confidential documentsOffering memorandums and rent rolls often arrive under confidentiality agreements. The submission form can send files directly to named reviewers, with nothing posted on the public site.
Portfolio
RECENT
work.
Websites and identities we have designed and built for our clients. See all of our work.
Process
HOW A PROJECT
works.
One person runs your project from the first call to launch, and you approve each stage before the next one starts.
- 01
Talk it through
What the business does, who the website is for, and the material you already have.
- 02
Proposal
Pages, content, schedule, and price, set out in writing before any work begins.
- 03
Design and build
You review the design and then the working site, with two rounds of revisions.
- 04
Launch and care
We check every page and form at launch, then look after the site if you choose a care plan.
Client words
IN THEIR
words.
We own ten homes at Casa De Laguna and were still sending people to a site built in 2013. Noah pulled the photos and details out of the old site, designed a logo from the rooflines and the pond, and put the community, the homes and current availability in one place. It’s the first time the website has looked like the place we actually rent.
“Highly recommend. Great work.”
How many pages does a family office website need?
Four or five pages usually cover it: home, approach, acquisition criteria, principals and contact. The page list is agreed in writing before work begins.
Can the site stay out of search results?
Yes. Pages can be marked so search engines do not index them. Some offices prefer that brokers can find the site by name, which means leaving at least the home page indexed, and we agree the approach before launch.
Where do deal submissions go?
Each submission goes to the reviewer you name for that property type or market, with a copy to a shared inbox if you choose. Attached documents go only to those reviewers and are not posted anywhere public.
Who writes the copy?
You can supply the text, or we write it after a conversation with the principals and revise it with them. Counsel reviews anything that touches investment activity before launch.
How long does a family office website take?
Most websites take two to four weeks once the content is ready. The proposal confirms the schedule, including time for counsel’s review.
What does a family office website cost?
Projects are quoted after a short conversation about the pages, forms and writing involved. The scope and price are agreed in writing before work begins.
Contact Endcap
START A
project.
A website, a brand, or a complete set of materials.
We reply within an hour during business hours, and we only use your details to answer you.
Start a project or call or text Noah at (425) 233-0769