$997.00

This is a database of UHNW Single Family Offices with 1,137 Family Offices and 1,529 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: 519 45.65%
Firms w/ Website Available: 899 79.07%
Firms w Investment Preferences Present: 1,737 152.77%
Contacts w/ Email Address: 1,720 90.24%
Contacts w/Phone Number: 1,589 83.37%
Contacts w/ LinkedIn Profile 1,759 92.29%
Total Number of Contacts: 1,906 100%
Total Number of Email Addresses: 3,054 100%
Total Number of Firms: 1,137 100%
Cells: 36,621 100%
What’s Included?
# of Firms
Firm Name
Contact First Name
Contact Last Name
Contact Title/Position
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 Investments/Interest
Year Founded
AUM
Secondary Email
Additional Company/Contact Information
Website
About Company
MF/SF
New Office

Additional information

DB

Version

DBID