SKU: FOD001 Category: Tag:

A Multi-Family Office (MFO) is an independent organization that supports multiple families to manage their entire wealth. We currently have 1,263 Multi-Family Offices with 3,271 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: 468 28.68%
Firms w/ Website Available: 1,595 97.73%
Firms w Investment Preferences Present: 1,130 69.24%
Contacts w/ Email Address: 4,212 95.62%
Contacts w/Phone Number: 4,172 94.71%
Contacts w/ LinkedIn Profile 3,887 88.24%
Total Number of Contacts: 4,405 100%
Total Number of Email Addresses: 7,959 180.68%
Total Number of Firms: 1,632 100%
Cells: 87,512 100%
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Additional information