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

| 01Firm Name | 02Contact First Name | 03Contact Last Name | 04Contact Title/Position | 05Alma Mater | 06Phone Number | 07Fax Number | 08Personal Email Address | 09Company Email Address | 10Company Street Address | 11City | 12State/Province | 13Postal Zip Code | 14Country | 15Region | 16LinkedIn Profile | 17Company's Areas of Investment Interest | 18Year Founded | 19AUM | 20Secondary Email | 21Additional Company Contact Information | 22Website | 23About Company | 24Investor Type | 25New Office | 26Ticker Symbol |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Horizon Vale Partners | Elena | March | Managing Partner | University of Michigan | +1-555-014-8821 | +1-555-014-8822 | elena.march@example.com | deals@horizonvale.example | 1200 Example Ave, Suite 400 | Austin | TX | 78701 | United States | North America | https://www.linkedin.com/in/example-elena-march | Growth equity, healthcare services | 2011 | $850M | ops@horizonvale.example | Also lists a London satellite office | https://www.horizonvale.example | Single family office investing in private companies and real estate | Single Family Office | No | (blank) |
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.
Sample rows
MASKED / FREE SAMPLE SHOWS REAL ROWS| Name | Title | Firm | Investor type | City | |
|---|---|---|---|---|---|
| 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 |