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FO-02 / Family office database

Multi-Family Offices database

Independent firms that manage investments, tax and planning for several wealthy families at once. One approval from an MFO can place a deal or fund across many client families.

Fits you if

You have a fund or product that advisors place for client families.

Skip it if

You only want to deal with the family principal.

Firms
1,494
Contacts
3,984
Verified
Within 6 months
Price
$997 + $79/mo

Who is in it

CIOs, partners, portfolio managers and research heads at 1,494 multi-family offices, about 2.7 contacts per firm.

How members use it

  • Pitch a fund or product once to an investment committee that allocates for many families.
  • Filter by region and AUM to plan a roadshow.

What each record includes

  • 01Firm name, with AUM where disclosed
  • 02An average of 3 contacts per office, with titles
  • 03Direct email (present for 96%+ of listings) and phone
  • 04LinkedIn profile for 95%+ of contacts
  • 05Stated investment interests for 80%+ of offices
  • 06Address sortable by country, state, city and zip
  • 07Company history, notes and website
Full field glossary
What's included

What's in a row: 26 columns

Each row is one investor or family office contact. When we have the data, a row can include all 26 columns below. Blank cells mean we could not find that detail. We do not invent values.

Multi-Family Office Database product mockup over the database portal
Family Office Databases product mockup. The list is delivered in the database portal.
Example (fake data). Not a real investor. Scroll for all 26 columns.
01Firm Name02Contact First Name03Contact Last Name04Contact Title/Position05Alma Mater06Phone Number07Fax Number08Personal Email Address09Company Email Address10Company Street Address11City12State/Province13Postal Zip Code14Country15Region16LinkedIn Profile17Company's Areas of Investment Interest18Year Founded19AUM20Secondary Email21Additional Company Contact Information22Website23About Company24Investor Type25New Office26Ticker Symbol
Horizon Vale PartnersElenaMarchManaging PartnerUniversity of Michigan+1-555-014-8821+1-555-014-8822elena.march@example.comdeals@horizonvale.example1200 Example Ave, Suite 400AustinTX78701United StatesNorth Americahttps://www.linkedin.com/in/example-elena-marchGrowth equity, healthcare services2011$850Mops@horizonvale.exampleAlso lists a London satellite officehttps://www.horizonvale.exampleSingle family office investing in private companies and real estateSingle Family OfficeNo(blank)
Why buy it from Family Office Club

MFO investment staff have sat on our panels and in our audiences across 340+ events since 2007. The Instant Due Diligence Advisor lists the questions an MFO committee asks before it approves a manager.

$1B
In deals completed between Family Office Club members.
17M
Registered members across our social media networking groups. An investor club with 19 million social media followers.
16 / yr
In-person investor events. 340+ hosted since 2007.
50
AI tools that codify what worked in those deals.

Sample rows

MASKED / FREE SAMPLE SHOWS REAL ROWS
Name Title Firm Investor type City Email
J*** M******* Managing Partner M****** Capital Multi-family office Austin, TX j***@***.com
S**** K**** Principal K**** Holdings Multi-family office Miami, FL s***@***.com
D***** R*** Founder R*** Ventures Multi-family office Denver, CO d***@***.com
A*** L** Investor L** Family Partners Multi-family office Chicago, IL a***@***.com
M****** T***** Partner T***** Group Multi-family office Scottsdale, AZ m***@***.com

Also look at

FO-01 Single Family Offices $997 + $79/mo FO-03 USA Family Offices $997 + $79/mo FO-06 Europe Family Offices $997 + $79/mo ALL-16 All 16 databases $1,450 + $79/mo