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Family Office Database Combination Package is available for purchase. Our Family Office Databases includes an average of 3 contacts per family office and more than 3,600 contacts for over 1,746 total family offices.

The Multi-Family Office and Single Family Office Database Overview

Our team of experienced family office and capital raising professionals offers the most accurate and consistently updated database of family offices in the industry. Our past clients have included UBS, Gottex Funds, PNC Bank, SEI, State Street, Deutsche Bank, Lehman Brothers, and over 250 other satisfied clients over the past 7 years. Our team has spent over 1,000 hours constructing this deep Excel-based database with over 60,000 cells of data on over 1,746 family offices that control more than a combined trillion dollars in assets.

Our combination package includes listings for both single and multi-family offices that are based both inside and outside of the United States. Family offices are hubs of high net worth and ultra high net worth individuals and families. Developing productive relationships with a small handful of family offices can be enough to significantly grow an investment firm or high net worth related service. Each listing in our database has had their contact details collected over the past 2 months via phone, email, or visits to their website and other sites.

An Overview of our Family Office Directory Solutions

If you would like to buy our Family Office Databases or learn more about the specific packages that we offer, please click here.

If you would like to conduct more research before purchasing our database, please see the video overview, available sample, statistics, and potential uses described below. We have made this page thorough and detailed to make your due diligence on our team as efficient as possible. If you need to present this resource to your team or client please feel free to print out or email our Family Office Database Brochure for your team’s review.

Free Book on Family Office Capital Raising: Free Book on Family Office Capital Raising: If you would like to learn more and receive a free book on family office capital raising, “A Guide to Working with & Raising Capital From Family Offices go to www.capitalRaising.com to learn more.

If you have questions please email Team@FamilyOfficeDatabases.com

Family Office Database Listings Include: The Family Office Databases offers a collection of inclusive contact details for 1,746 multi and single family offices from around the globe. These inclusive contact details include the following information when available:

  • Name of Family Office
  • AUM (for 24% of the firms)
  • 2,560 Rows of Data – An Average of ~3 Contacts Per Office (Over 50,000 cells of data)
  • Contacts’ Associated Job Titles
  • Contact Phone Number & Email Address
  • Phone Number, Fax Number, & Email Address of Family Office (All 3 are present for 99%+ of listings)
  • Family Office Address That Can be Sorted by Country, City, State, or Zip Code
  • Investments/Areas of Interest (for 84% of the offices)
  • Company History & Notes
  • Website URL of the Family Office
  • LinkedIn Profile Information for 84% of the Contacts Within the Database

Note: While many profiles are complete, not all of the information for the above categories can be found for all of the offices in our database. Family offices are very secretive, and as such, information is often times scarce and hard to find. Family offices value their privacy and that of their clients. Information on AUM, investment preferences, and company history can be difficult to find, and as such, is a less complete portion of our database. Offices were not included in our database if a phone number or email address were not present, so each contact has at least one point of contact in addition to a mailing address.

Benefits of the Multi and Single Family Office Databases

  • Gain access to investor contact details of over 3,600 total investors from 1, 746 family offices
  • Work more efficiently, raise capital faster than you otherwise could
  • Expand your press release or newsletter mailing coverage by building direct valuable relationships
  • Schedule more conference calls and on-site visits with prospects
  • Become more efficient at accessing more than a trillion dollars in assets managed by the contacts within our database of family offices
  • Update your old in-house database or directory of family offices
  • Take advantage of the 1,000+ hours our team has invested in building the Family Offices Database to leverage your firm’s time and efforts
  • Complete more road shows and sets of business trip meetings
  • Enable your team to follow up with leads from industry conferences and meetings
  • Reach concentrated pools of HNW and ultra high net worth investors

Possible Uses for the Family Office Database Solution:

  • Networking Event or Conference Announcements Easily Made Through Multiple Media Channels
  • Market Research & Follow Up | Raise Capital From Family Offices
  • Wider Distribution for Press Releases & Performance Updates Once Relationships Are Developed
  • Road Shows & Third Party Marketing Activities
  • Recruiting or Career Search Assistance

Risk-Free Database Quality Guarantee:

We provide a 4x per-listing refund for any contact you find in our database that is not, in fact, a family office wealth management firm. For example, if 10% of the database is off or outdated, you receive 40% of your money back. 

Possible Uses for the Family Office Database Solution:

  • Networking Event or Conference Announcements Easily Made Through Multiple Media Channels
  • Market Research & Follow Up | Raise Capital From Family Offices
  • Wider Distribution for Press Releases & Performance Updates Once Relationships Are Developed
  • Road Shows & Third Party Marketing Activities
  • Recruiting or Career Search Assistance
 
 

Testimonials from Past Clients

Perhaps the best testament to the value of our family office thought leadership and research is the fact that most of the largest investment banks and media companies use our services. One top five media company has enrolled an entire team of 30 professionals in our training program, and Bloomberg recently credited us publicly with helping them survey top family offices.

“We recently purchased your database and I have to say your data quality is awesome. Thank you very much.

– T. B. Hedge Fund Manager, New York, NY

“I have been using the Family Office Club’s directory of family offices for several years now and it has saved my team 100’s of hours of slow research trying to collect and keep the contact details updated for the whole family office industry. Thank you for making this resource available and we plan to keep using this directory for several years to come.

– Gabriel Pellegrini, Global Edge Capital Management

As an alternative investment fundraising professional, I’ve looked at many family office contact databases that were not much more than data dumps captured from a website or another source. The Family Office Database is the first product that I’ve seen that is truly researched, detailed and quite accurate. It is clear that the team has spent many hours identifying and verifying family office contact information for this product. I recommend it”.

– Jim Rowe Rowe Capital Partners, LLC, Member FINRA, SIPC

“We have successfully set up several conference calls and meetings with great firms by using your database of family offices. Thank you for the help and keep us updated on future releases.”

“I purchased the Family Office Database recently and have been using it extensively for the past month. What a fantastic resource you’ve developed. Kudos to all who compiled this information.”

– Managing Director, Lexington Capital Group

“I just checked the few family offices that I already knew, and they are included in your database with full contact details. Thank you for sending it over.”

 


Database Break Down

No office was included that did not have at least an email or phone number.
Colums Number Percentage
Firms w/ AUM Present: 972 37.62%
Firms w/ Website Available: 1,583 61.26%
Firms w Investment Preferences Present: 1,939 75.04%
Contacts w/ Email Address: 2,753 106.54%
Contacts w/Phone Number: 2,554 98.84%
Contacts w/ LinkedIn Profile 2,502 96.83%
Total Number of Contacts: 2,584 100.00%
Total Number of Email Addresses: 5,226 202.24%
Total Number of Firms: 2,584 100%
Cells: 49,889 100%
No office was included that did not have at least an email or phone number.
Colums Number Percentage
Firms w/ AUM Present: 329 30.24%
Firms w/ Website Available: 1,083 99.54%
Firms w Investment Preferences Present: 977 89.80%
Contacts w/ Email Address: 1,739 159.83%
Contacts w/Phone Number: 1,088 100.00%
Contacts w/ LinkedIn Profile 1,086 99.82%
Total Number of Contacts: 1,088 100%
Total Number of Email Addresses: 2,389 100%
Total Number of Firms: 1,088 100%
Cells: 21,169 100%
 NumberPercentage
Firms w/ AUM Present:17085.86%
Firms w/ Website Available:198100.00%
Firms w Investment Preferences Present:19397.47%
   
Contacts w/ Email Address:200100.00%
Contacts w/Phone Number:19999.50%
Contacts w/ LinkedIn Profile16582.50%
   
   
No office was included that did not have at least an email or phone number.
   
Total Number of Contacts:200 
Total Number of Email Addresses:357 
Total Number of Firms:198 
Cells:4,084 
No office was included that did not have at least an email or phone number. 
ColumsNumberPercentage
Firms w/ AUM Present: 2,57867.40%
Firms w/ Website Available:3,81299.66%
Firms w Investment Preferences Present: 2326.07%
   
Contacts w/ Email Address:3,81799.79%
Contacts w/Phone Number: 3,81799.79%
Contacts w/ LinkedIn Profile3,33987.29%
Total Number of Contacts:3,825100.00%
Total Number of Email Addresses: 6,609172.78%
Total Number of Firms:3,825100%
Cells:60,020100%
No office was included that did not have at least an email or phone number. 
ColumsNumberPercentage
Firms w/ AUM Present: 10686.18%
Firms w/ Website Available:141114.63%
Firms w Investment Preferences Present: 5947.97%
   
Contacts w/ Email Address:478100.00%
Contacts w/Phone Number: 46998.12%
Contacts w/ LinkedIn Profile28559.62%
Total Number of Contacts:478100%
Total Number of Email Addresses: 625100%
Total Number of Firms:123100%
Cells:3,695100%
 NumberPercentage
Firms w/ AUM Present: 81182.59%
Firms w/ Website Available:98099.80%
Firms w Investment Preferences Present: 95096.74%
   
Contacts w/ Email Address:175793.11%
Contacts w/Phone Number: 187799.47%

Accordion Content

No office was included that did not have at least an email or phone number. 
ColumsNumberPercentage
Firms w/ AUM Present: 20683.74%
Firms w/ Website Available:248100.81%
   
Contacts w/ Email Address:810100.00%
Contacts w/Phone Number: 80899.75%
Contacts w/ LinkedIn Profile810100.00%
Total Number of Contacts:810100.00%
Total Number of Email Addresses: 1,599197.41%
Total Number of Firms:246100%
Cells:12,942100%
  • Family Office Real Estate Database
    (491 Firms with 954 Contacts)
  • Private Investor Real Estate Database
    (358 Firms with 973 Contacts)
  • Private Equity Real Estate Database
    (378 Firms with 1,060 contacts)
  • Real Estate Investment Trust (REIT) Database
    (284 Tickers & 768 Names)
No office was included that did not have at least an email or phone number.
ColumsNumberPercentage
Firms w/ AUM Present:265220.83%
Firms w/ Website Available:141117.50%
   
Contacts w/ Email Address:33099.70%
Contacts w/Phone Number:32798.79%
Contacts w/ LinkedIn Profile26680.36%
Total Number of Contacts:331100%
Total Number of Email Addresses:558100%
Total Number of Firms:120100%
Cells:5,461100%
No office was included that did not have at least an email or phone number.
 NumberPercentage
Firms w/ AUM Present:11740.07%
Firms w/ Website Available:28898.63%
Firms w Investment Preferences Present:26791.44%
   
Contacts w/ Email Address:92596.96%
Contacts w/Phone Number:89894.13%
Contacts w/ LinkedIn Profile65268.34%
   
No office was included that did not have at least an email or phone number.
ColumsNumberPercentage
Firms w/ AUM Present:76059.61%
Firms w/ Website Available:1,27499.92%
Firms w Investment Preferences Present:1,26098.82%
   
Contacts w/ Email Address:1,275186.40%
Contacts w/Phone Number:1,275186.40%
Contacts w/ LinkedIn Profile1,275186.40%
Total Number of Contacts:684100%
Total Number of Email Addresses:2,765100%
Total Number of Firms:1,275100%
Cells:25,826100%
No office was included that did not have at least an email or phone number. 
ColumsNumberPercentage
Firms w/ AUM Present: 27090.00%
Firms w/ Website Available:300100.00%
   
Contacts w/ Email Address:29698.67%
Contacts w/Phone Number: 26387.67%
Contacts w/ LinkedIn Profile29799.00%
Total Number of Contacts:300100.00%
Total Number of Email Addresses: 553184.33%
Total Number of Firms:300100%
Cells:4,461100%
No office was included that did not have at least an email or phone number. 
ColumsNumberPercentage
Firms w/ AUM Present: 7240.45%
Firms w/ Website Available:179100.56%
Firms w Investment Preferences Present: 179100.56%
   
Contacts w/ Email Address:343100.00%
Contacts w/Phone Number: 343100.00%
Contacts w/ LinkedIn Profile343100.00%
Total Number of Contacts:343100.00%
Total Number of Email Addresses: 686200.00%
Total Number of Firms:178100%
Cells:6,807100%
No office was included that did not have at least an email or phone number. 
ColumsNumberPercentage
Firms w/ Website Available:481271.75%
Firms w Investment Preferences Present: 7341.24%
   
Contacts w/ Email Address:481100.00%
Contacts w/Phone Number: 25252.39%
Contacts w/ LinkedIn Profile46396.26%
Total Number of Contacts:481100.00%
Total Number of Email Addresses: 669139.09%
Total Number of Firms:177100%
Cells: 100%

If you wish to learn more on the products listed below please click the images. 

FAQ Questions

We receive a core set of 15 questions every month from our clients and potential clients, and we have written these out below.  If you don’t see your question answered below, please contact us directly through either our chat at the top of your screen Team@FamilyOfficeDatabases.com, or call us at our office at (305) 677-3327.

To navigate our Frequently Asked Questions (FAQ) page please click on the question below that you would like to have answered:

  1. I placed an order for the Family Office Database; when will I receive it by email?
  2. How many family offices are included in the Family Office Database?
  3. Does the database come in Excel format?
  4. How many family offices are based in the U.S. vs. Europe?
  5. How did your team build this database? Did you receive every family office’s permission to build this resource?
  6. What is included in the combination database packages?
  7. How many family offices do you have in the states of California or New York?
  8. Does your firm provide refunds? What is your refund policy?
  9. Why are updates to the database needed so often?
  10. What differentiates your database from others?
  11. Does your firm have a family office database available for London? Can I buy a regional or state-specific database?
  12. What information is included in each of the 1,500+ family office listings? Can I see a sample?
  13. How often is the information in your database updated? When is the next update?
  14. Can I receive more updates to the Family Offices Database beyond the next updated version?
  15. What is your definition of a family office?

Question #1: I have already placed my order for the Family Office Database, when will I get it?

Answer: We confirm database sales within 1 business day of receiving the order from you. The family office database will be sent to you within Excel format via email.

Question #2: How many family offices are included in the Family Offices Database?

Answer:  There are 1,746  family offices included within our database with 3,600 contacts

Question #3: Does the database come in an Excel format? Why isn’t it available online?

Answer: The Family Offices Database is offered as an Excel spreadsheet that is sent to your email address within 1 business day of your order being processed. We deliver the Family Offices Database to you in this format because we have found there are fewer issues than with subscriptions associated with online databases. For example, with our solution, you can upload your copy of the Family Office Database to your CRM program and sort, move, or add notes to any of the contacts in our database. Another benefit of the Excel format is that you get it more quickly than if we had mailed you a disc in the mail, and you are free to keep this spreadsheet for as long as you would like. Whereas website access can be cut off any time, once you purchase our Family Offices Database you may use it in your business for years to come. To download a sample of our database, please click here.

Question #4: How many family offices do you have in Europe vs. the United States?

Answer: Here is the geographical distribution of our database, as displayed in the graph below:

  • 36.84 USA
  • 42.23% Europe
  • 8% UK (20% of the European offices)
  • 2.79% Canada
  • 10.98% Asia
  • 3.37% Middle East
  • 2.33% Australia
  • 4.28% South America
  • 0.36% Caribbean

Question #5: How did your team build this database? Why should we pay for a database that at least partially relies upon publicly available data?

Answer: Our team of two researchers and five total professionals built the Family Offices Database in two ways: by receiving permission from family offices to publish their contact details to our database and by collecting data from publicly available websites. We believe this product is worth $4,000+ to most firms working with family offices, because it would take at least 200-250 hours of research to create an internal database of family offices on your own. It took our team over 1,000 hours to build and maintain this resource, and you can now leverage our work through purchasing it on our website here.

Question #6: What is included with the database combination packages?

Answer: We have created a thorough brochure that walks you through our different packages. Please click here to access the Family Offices Database brochure. Our Combination Package starts at $3,000, which is in line with competitors. You can save the most money by buying our Combination, Investor Relations, or Institutional Capital Raising packages as described here.

Question #7: How many family offices do you have in California and New York, for example?

Answer: We get a lot of questions about how many family offices are database has within various states. For statistics on every state in the US, broken down into two halves, please see the pie charts below. Please click either graph to see a larger image.

 

Question #8: Does your firm provide a refund if we can’t raise assets through using this database of contacts? What is your refund policy?

Answer: While we do provide refunds for bad data, we do not provide refunds for any lack of capital raised. Data included in our database is publicly available; however, our team has spent over 800 hours compiling, sorting, updating, and organizing so that it can be easily used within almost any CRM system or as a standalone capital raising or career management tool.

Once the database has been purchased and delivered, the full value has been realized and we cannot provide a refund once the transaction has been completed. The exception to this is if we provide you with bad data; in this case, we provide an industry leading 4X pro-rated refund on all entries that contain outdated or bad data. This means if 10% of the listings contained errors, you would receive 40% of your money back.

These refunds are uncommon, but when they do occur it helps us further improve and update our listings, so we encourage you to provide us with your feedback. Version 10 of our Family Offices Database is now available; we have refined this database dozens of times to get our database to where it is now, and this level of accuracy and completeness is what makes our database valuable. Nobody else offers a 4X pro-rated refund policy on any type of family office database.

Question #9: Why are updates to the database needed so often?

Answer: The day any directory or database is created it is outdated, people change jobs, firms merge, go out of business, change business models, etc. Our team is focused on keeping our databases fresh, with new entries, and corrections made daily. We have several full time professionals who work on updating our directories so that you get high quality data when you purchase this research from our team. The Family Offices Database is updated twice a year.

Question #10: What makes your Family Offices Database solution different or better than others?

Answer: Our Family Offices Database is the only database available from a company that provides a transparent view of our team, a detailed look at the offices, contact details, and our database construction methodology. We provide this transparency and our industry leading 4x pro-rated refund policy to provide you with the assurance that we are a real company; we are registered as an LLC in the state of Florida with full-time employees and a long-term commitment to building a valuable database of family offices and other investor types.On top of those details we are the only data provider who actually works in the industry day to day, we represent over 13 families worth $100M each under contract representing over $5B in buy-side advisory mandates in the single family office space.  Please see our infographic on the Family Office Club to learn more about that organization: http://FamilyOffices.com/Infographic

Question #11: Can we purchase a database of family offices only in California, Singapore, or London?

Answer: If you are interested in a database that is targeted to a specific geographical region, please give us a call at (305) 677-3327 or send us an email to Team@FamilyOfficeDatabases.com, and someone from our team will be able to assist you in determining if this is something we can accommodate.

Question #12: What information is provided for each of the family office listings in your database?

Answer: The Family Offices Database offers a collection of inclusive contact details for family offices from around the globe, with an average of three contacts per office. These inclusive contact details include the following information when available:

  • Name of Family Office
  • AUM (for 24% of the firms)
  • 2,560 Rows of Data – An Average of ~3 Contacts Per Office (Over 50,000 cells of data)
  • Contacts’ Associated Job Titles
  • Contact Phone Number & Email Address
  • Phone Number, Fax Number, & Email Address of Family Office (All 3 are present for 99%+ of listings)
  • Family Office Address That Can be Sorted by Country, City, State, or Zip Code
  • Investments/Areas of Interest (for 84% of the offices)
  • Company History & Notes
  • Website URL of the Family Office
  • LinkedIn Profile Information for 99% of the Contacts Within the Database

Question #13: How often is the information in your database updated? When is the next scheduled update?

Answer: Our database is updated twice a year, about every 6 months.  

Question #14: Can I receive updates to the Family Offices Database?

Answer: All packages are based on an annual subscription and to renew client must pay yearly subscription fees.  If you have any questions regarding this please email us at Team@FamilyOfficeDatabases.com or call us during East Coast business hours at (305) 677-3327.

Question #15: What is your definition of a family office?

Answer: A family office is a holistic full balance sheet wealth management solution for the ultra-wealthy.  There are two types of family offices, single family offices and multi-family offices.  Single family offices serve one single family and typically start at $100M or $200M in assets under management.  Multi-family office wealth management firms serve many families and typically require clients to have $20M in assets before being accepted as a client.

Please click here to view an Excel-based sample of our database.