SKU: FOD001 Category: Tag:

multi-family office (MFO) is an independent organization that supports multiple families to manage their entire wealth. We currently have 1,379 Multi-Family Offices with 3,093 contacts. Multi-family offices typically provide a variety of services including tax and estate planning, risk management, objective financial counsel, trusteeship, lifestyle management, coordination of professionals, investment advice, and foundation management. Some multi-family offices are also known to offer personal services such as managing household staff and making travel arrangements. Because the customized services offered by a multi-family office can be costly, clients of a multi-family office typically have a net worth in excess of $50 million

No office was included that did not have at least an email or phone number.
Columns Number Percentage
Firms w/ AUM Present: 1,118 81.07%
Firms w/ Website Available: 3,091 224.15%
Firms w Investment Preferences Present: 2,306 167.22%
Contacts w/ Email Address: 3,084 99.77%
Contacts w/Phone Number: 3,065 99.16%
Contacts w/ LinkedIn Profile 3,014 97.51%
Total Number of Contacts: 3,093 100.00%
Total Number of Email Addresses: 6,309 204.11%
Total Number of Firms: 1,379 100%
Cells: 62,750 100%

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