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 [email protected], or call us at our office at (305) 677-3327.

Frequently Asked Questions

I placed an order for the Investor Database; when will I receive it by email?

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. 

How many family offices are included in the Investor Database?

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

Does the database come in Excel format?

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 Investor 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 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.

How many family offices are based in the U.S. vs. Europe?

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
How did your team build this database? Did you receive every family office’s permission to build this resource?

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.

What is included in the combination database packages?

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.

How many family offices do you have in the states of California or New York?

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.

Does your firm provide refunds? What is your refund policy?

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.

Why are updates to the database needed so often?

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.

What differentiates your database from others?

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. Please see our infographic on the Family Office Club to learn more about that organization: https://FamilyOffices.com/Infographic

Does your firm have a family office database available for London? Can I buy a regional or state-specific database?

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 [email protected], and someone from our team will be able to assist you in determining if this is something we can accommodate.

What information is included in each of the 1,500+ family office listings? Can I see a sample?

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
How often is the information in your database updated? When is the next update?

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

Can I receive more updates to the Family Offices Database beyond the next updated version?

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 [email protected] or call us during East Coast business hours at (305) 677-3327.

What is your definition of a family office?

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.