Speaker Profile

Danielle Patterson

CEO, Family Office Access — Bridging Mission-Driven Creators With Values-Aligned Capital

Danielle Patterson is the Founder and CEO of Family Office Access, a SaaS platform that helps Family Offices, ultra high net worth families, founders, capital raisers, and their advisors connect around values aligned capital and long term relationship building. In 2016 she acquired the legacy Family Office List and spent the next decade transforming a static directory into a living community with researched data, practical guidance, and programming that supports real collaboration.

Through Family Office Access she and her team maintain a global database of Family Offices and related investors, along with tools that help members understand who they are approaching, what they care about, and how to begin thoughtful conversations. Her work often centers on succession, rising generation readiness, and the human side of managing wealth across multiple branches of a family.

Danielle hosts the Family Office Access MasterClasses and Lunch and Learn series, where she interviews investors, founders, and advisors about what actually builds trust, how families make decisions, and how capital can support both profit and purpose. She also speaks with partners and peer communities about practical ways to prepare families and managers for long term partnership, from better information sharing to clearer expectations.

Drawing on her own journey as an entrepreneur and owner operator, Danielle has a particular heart for first time capital raisers and families who want to move from curiosity to action. Her work is grounded in respect, transparency, and a belief that relationships come before transactions. She lives near Charleston with her family.