This is a database of UHNW Single Family Offices with 1,201 Family Offices and 2,200 contacts. Family offices are private wealth management advisory firms that serve ultra-high-net-worth (UHNW) investors. They are different from traditional wealth management shops in that they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family. For example, many family offices offer budgeting, insurance, charitable giving, family-owned businesses, wealth transfer, and tax services while investing in private firms.
What countries are included in this database?
Below you will see a breakdown of the databases of what is included in our directory.
| No office was included that did not have at least an email or phone number. |
| Columns |
Number |
Percentage |
| Firms w/ AUM Present: |
284 |
20.96% |
| Firms w/ Website Available: |
1,025 |
75.65% |
| Firms w Investment Preferences Present: |
1,179 |
87.01% |
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|
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| Contacts w/ Email Address: |
2,142 |
91.58% |
| Contacts w/Phone Number: |
1,890 |
80.80% |
| Contacts w/ LinkedIn Profile |
2,160 |
92.35% |
| Total Number of Contacts: |
2,200 |
100% |
| Total Number of Email Addresses: |
3,725 |
100% |
| Total Number of Firms: |
1,201 |
100% |
| Cells: |
44,629 |
100% |
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| What's Included? |
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| # of Firms |
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| Firm Name |
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| Contact First Name |
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| Contact Last Name |
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| Contact Title/Position |
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| Phone Number |
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| Fax Number |
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| Personal Email Address |
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| Company Email Address |
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| Company Street Address |
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| City |
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| State/ Province |
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| Postal/Zip Code |
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| Country |
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| Region |
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| LinkedIn Profile |
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| Company's Areas of Investments/Interest |
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| Year Founded |
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| AUM |
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| Secondary Email |
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| Additional Company/Contact Information |
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| Website |
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| About Company |
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| MF/SF |
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| New Office |
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