Family Office Overview
An overview of how family offices are structured, staffed and run, and how they decide where to invest.
Structure
Most family offices are private companies owned by the family, often with a holding company, trusts and separate entities for operating businesses, real estate and investments.
Staffing
A small office may have a chief financial officer and an accountant. Larger offices add a chief investment officer, analysts, legal counsel and tax staff.
Decision making
Investment decisions usually go through the principal, a family council or an investment committee. Knowing who decides saves months of outreach.
What we offer today
We now sell 16 databases: 8 investor-type lists and 8 family office lists. Each one starts at $495 (Investor Clubs, Pro Athletes and the family office lists at $997), then $79 a month, and every one has a free sample you can check before you buy.
Closest match to this topic: Single Family Offices, Multi-Family Offices, USA Family Offices.
Built by the Family Office Club
InvestorDatabases.com is run by the Family Office Club, a members club of investors and family business owners founded by Richard Wilson in 2007. We have hosted 340+ investor events, run 16 in person each year, and our members report more than $1B in deals closed with each other.1 Our social media networking groups have 17 million registered members.
1 Based on our internal tally of member-reported transactions.