Family Offices

Download Family Office Sample Click Here

What does it include?

  • Name of Family Office
  • AUM (for 24% of the firms)
  • 2,560 Rows of Data – An Average of ~3 Contacts Per Office (Over 50,000 cells of data)
  • 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 84% of the offices)
  • Company History & Notes
  • Website URL of the Family Office
  • LinkedIn Profile Information for 84% of the Contacts Within the Database

What are the benefits?

  • Gain access to investor contact details of over 3,000 total investors from 1, 347 family offices
  • 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 1,000+ 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

Database Breakdown

Our Multi-Family Office database contains:

  • 1, 079 unique family office entries with contact details
  • More than 50% of which have AUM of $1B+
  • 2,559 rows of data
  • Estimated average AUM is $800M
  • Minimum AUM of clients is $20M
  • Estimated total AUM is over $1T in AUM
  • 35.81 United States
  • 42.23% Europe
  • 2.79% Canada
  • 10.98% Asia
  • 2.33% Australia
  • 4.28% South America

Our Single Family Office database contains:

  • 489 unique family office entries with contact details
  • More than 50% of which have AUM of $1B+
  • 268 rows of data
  • Estimated average AUM is $800M
  • Minimum AUM of clients is $20M
  • Estimated total AUM is over $1T in AUM
  • 12.37% United States
  • 7.72% Europe
  • .47% Canada
  • .84% Australia
  • 2.79% Asia
  • .74% South America
 

Solutions

Possible Uses for the Investor Database Solution:

  • Networking Event or Conference Announcements Easily Made Through Multiple Media Channels
  • Market Research & Follow Up | Raise Capital From Family Offices
  • Wider Distribution of Press Releases & Performance Updates Once Relationships Are Developed
  • Road Shows & Third Party Marketing Activities
  • Recruiting or Career Search Assistance



Contacts

Risk Free Database Quality Guarantee: We provide a 4x per-listing refund for any contact you find in our database that is not in fact a family office wealth management firm. For example, if 10% of the database is off or outdated, you receive 40% of your money back. This takes the risk off of you and puts it back on us, full terms of purchase are here.

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