The Leader in Family Office Data
The Family Office Club is the leading provider of family office data and also the #1 largest family office networking association in the industry with 84,000+ total members. Our team works directly with several ultra-wealthy families, we host live family office workshops, offer a bestselling family office book, provide a free annual industry report, free blog, and constantly update our directory of family office contact details.
Family Office Directory: We provide the contact details of family office wealth management firms within our Excel-based database. Our team of experienced family office and capital raising professionals offers the most accurate and constantly updated database of family offices in the industry. We are now offering Version 10 of the Investor Database. Learn more by clicking here.
“As an alternative investment fundraising professional, I’ve looked at many family office contact databases that were not much more than data dumps captured from a website or another source. The Investor Database is the first product that I’ve seen that is truly researched, detailed and quite accurate. It is clear that the team has spent many hours identifying and verifying family office contact information for this product. I recommend it”.
– Jim Rowe Rowe Capital Partners, LLC, Member FINRA, SIPC
4X Risk Free Database Quality Guarantee: We guarantee that our data is accurate, and we are the only database provider to offer a 4x per-listing refund for any contact you find in our database that is not accurate or in fact a family office. For example, if 10% of the database is off or outdated, you receive 40% of your money back. This takes the risk of bad data off of you and puts it back on our team, where it should be. Our full terms of purchase are here.
Family Office Industry Leaders: Many family office data providers don’t show executive bios on their website because they do not work in the family office industry, do not run an association like we do, and nobody in the world offers anything close to our 4X data quality guarantee. We speak with family offices daily, help them allocate capital, and our team operates a family office. Our founder Richard C. Wilson wrote the bestselling book in the industry, and he is one of the most well known family office professionals globally.
500+ US Based Family Offices Included
Investor Database Listings Include: The Investor Database offers a collection of inclusive contact details for 1,166 family offices from around the globe, or 532 US-based firms. These inclusive contact details include the following information when available:
- Name of Family Office
- AUM (for 37% of the firms)
- 3,632 Unique Global Contacts, 1,811 US-Based Contacts
- 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 28% of the offices)
- Company History & Notes
- Website URL of the Family Office
LinkedIn Profile Information for 59% of the Contacts Within the Database
Note: While many profiles are complete, not all of the information for the above categories can be found for all of the offices in our database. Family offices are very secretive, and as such, information is often times scarce and hard to find. Family offices value their privacy and that of their clients. Information on AUM, investment preferences, and company history can be difficult to find, and as such, is a less complete portion of our database. Offices were not included in our database if a phone number or email address were not present, so each contact has at least one point of contact in addition to a mailing address.
Benefits of The Investor Database
- Gain access to investor contact details
- Work more efficiently, raise capital faster than you otherwise could
- Expand your press release or newsletter mailing coverage by building direct valuable relationships
- Schedule more conference calls and on-site visits with prospects
- Become more efficient at accessing more than a trillion dollars in assets managed by the contacts within our database of family offices
- Update your old in-house database or directory of family offices
- Take advantage of the 1000+ hours our team has invested in building the Family Offices Database to leverage your firm’s time and efforts
- Complete more road shows and sets of business trip meetings
- Enable your team to follow up with leads from industry conferences and meetings
- Reach concentrated pools of HNW and ultra high net worth investors
Investor Database Packages:
The Platinum Package: 9 Database & Training Discount Package – $2,997 $2,600
- Family Office Directory with 1,166 Family Offices & 3,632 contacts
- High Net Worth Wealth Management Directory with 725 firms listed
- Private Bank Directory with 1,000 private bank executives from over 200 of the top private banks globally
- Institutional Investment Consultant Directory with 225 consultant listings
- Investment Bank Directory that includes over 200 investment banks and 1,000 contacts
- Endowment Fund Directory with over 2,000 endowment fund contacts
- Fund of Fund Directory with 350 listings
- Pension Fund Directory with over 1,000 global pension fund contacts
- Merchant Bank Directory with 205 merchant banks and 1,000 global executives listed
- + 1 Free Ticket to any upcoming Family Office Workshop
- + Free lifetime access to our “How to Work with and Raise Capital From Family Offices Workshop” recorded in HD video format and available through our training portal ($1,000 Value)
- + 5 Free tuition waivers to the Qualified Family Office Professional (QFOP), Certified Hedge Fund Professional (CHP), Certified Private Equity Professional (CPEP) program, Master’s Certificate in Finance & Investments program or any other FinanceTraining.com hosted program to be used for yourself or members of your team ($2,750 Value – no expiration date)
The Gold Package: 5 Database Combination Discount Package – $2,750 $2,400
- Family Office Directory with 1,166 Family Offices & 3,632 contacts
- High Net Worth Wealth Management Directory with 725 firms
- Private Bank Directory with 1,000 private bank executives from more than 200 of the top global private banks
- Investment Bank Directory that includes over 200 investment banks and 1,000 contacts
- Merchant Bank Directory with 205 merchant banks and 1,000 global executives
The Silver Package: Investor Database – $1,997 $1,700
- Family Office Directory with 1,166 Family Offices & 3,632 contacts
The US Portion Only: Investor Database – $1,350 $995
- Family Office Directory with 532 US-Based Family Offices & 1,811 contacts