Frequently Asked Questions

We confirm database sales within 1 business day of receiving the order from you. The family office database will be given access via the member portal. Depending on package types chosen certain restrictions can apply. You can email Daphny@FamilyOffices.com to obtain access to your databases. 

There are 2,671 Family Offices included within our database with 6,095 contacts. This is with two databases one being Single Family Offices and the other database Multi Family Offices for a total of 6,095 contacts. We offer over 20+ databases which can be seen listed with a breakdown on www.FamilyOfficeDatabases.com/Databases.

You can click on any of the databases listed on this page to see a full breakdown of emails, phone, contacts, etc. 

• Single Family Offices 1,201 with 2,200 contacts 
• Multi Family Offices 1,471 with 3,895 contacts 
• Total 2,671 Family Offices with 6,095

What is included in the database?

• Firm Name
• Contact First Name
• Contact Last Name
• Contact Title/Position
• Alma Mater
• Phone Number
• Fax Number
• Personal Email Address
• Company Email Address
• Company Street Address
• City
• State/ 
• Province
• Postal Zip Code
• Country
• Region
• LinkedIn Profile
• Company's Areas of Investment Interest
• Year Founded
• AUM
• Secondary Email
• Additional Company Contact Information
• Website
• About Company
• Investor Type
• New Office
• Ticker Symbol

The Family Offices Database is offered as a digital spreadsheet. 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. Once you have chosen the proper package to offer this feature. 

Another benefit of the Excel format is that 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.

The geographical distribution of our database is displayed in the graph below for the 6,000 contacts for 2,671 Family Offices. 

Single Family Offices 1,201 with 2,200 contacts 

Multi Family Offices 1,471 with 3,895 contacts 

Our team of 18 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 $50,000 to most firms working with family offices because it would take at least 900+ hours of research to create an internal database of family offices on your own. It took our team over 35,000 hours to build and maintain this resource, and you can now leverage our work by purchasing it on our website here.

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 $997, 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.

We get a lot of questions about how many family offices the database has within within countries but here is a breakdown of our SFO and MFO database globally. If you need to see other databases please contact us directly by emailing Daphny@FamilyOffices.com as we offer 20+ databases listed on www.FamilyOfficeDatabases.com/Databases.

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. You 

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 8 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 monthly. In order to maintain access to your updated list you must be subscribed to the $79 monthly to have continued access. 

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 26 families worth $100M each under contract representing over $5B in buy-side advisory mandates in the single family office space.

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

The Family Offices Database offers a collection of inclusive contact details for family offices from around the globe, with an average of two to three contacts per office. We have other investor contact lists as shown on www.FamilyOfficeDatabases.com/Databases

These inclusive contact details include the following information when available:

• Firm Name
• Contact First Name
• Contact Last Name
• Contact Title/Position
• Alma Mater
• Phone Number
• Fax Number
• Personal Email Address
• Company Email Address
• Company Street Address
• City
• State/ 
• Province
• Postal Zip Code
• Country
• Region
• LinkedIn Profile
• Company's Areas of Investment Interest
• Year Founded
• AUM
• Secondary Email
• Additional Company Contact Information
• Website
• About Company
• Investor Type
• New Office
• Ticker Symbol
•  

You can see our sample database listed on www.FamilyOfficeDatabases.com/Download

Our database is updated monthly with our 18 team members. We work on 2-3 databases a month for you to maintain and update the directories while providing you new contacts. This comes with the $79 monthly that you are paying. 

All packages are based on renewingyour subscriptions monthly for updates. If you have any questions regarding this please email us at Team@FamilyOfficeDatabases.com or call us during East Coast business hours 9am-5pm EST at (305) 677-3327.

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.