Family Office Database Overview

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Family Office Database Overview

Our team of experienced family office and capital raising professionals offers the most accurate and consistently updated database of family offices in the industry. Our past clients have included UBS, Gottex Funds, PNC Bank, SEI, State Street, Deutsche Bank, Lehman Brothers, and over 250 other satisfied clients in the past 18 months. Our team has spent over 700 hours constructing this deep Excel-based database with over 30,000 cells of data on 600+ family offices that control more than a combined trillion dollars in assets.

The database includes listings for both single and multi-family offices that are based both inside and outside of the United States. Family offices are hubs of high net worth and ultra high net worth individuals and families. Developing productive relationships with a small handful of family offices can be enough to significantly grow an investment firm or high net worth related service. Each listing in our database has had their contact details collected over the past 2 months via phone, email, or visits to their website and other sites.

If you would like to buy our Family Offices Database or learn more about the three specific packages that we offer for sale please click here.

If you would like to conduct more research before purchasing our database, please see the video overview, available sample, statistics, and potential uses described below. We have made this page thorough and detailed to make your due diligence on our team as efficient as possible. If you need to present this resource to your team or client please feel free to print off or email our 1 Page PDF or PowerPoint for your team's review.

Video Overview: Below is a short video overview of the Family Office Database resource that our team offers. If you would like to learn more and recieve our free annual report on family offices, "The Family Office Report," please type in your first name and email address below.

Family Office Database Listings Include:

• Name of Family Office
• AUM (as available)
• More Than 1,750 Rows of Data - An Average of 3 Contacts Per Office
• Contacts' Associated Job Titles
• Contact Phone Number & Email Address
• Phone Number, Fax Number, & Email Address of Family Office (All 3 are present for 97%+ of listings)
• Family Office Address That Can be Sorted by Country, City, State, or Zip Code
• Investments/Areas of Interest (where possible)
• Company History & Notes
• Website URL of the Family Office

Benefits of The Family Offices Database

1. Gain access to complete contact details on over 600+ family offices
2. Work more efficiently, raise capital faster than you otherwise could
3. Expand your press release or newsletter mailing coverage by building direct valuable relationships
4. Schedule more conference calls and on-site visits with prospects
5. Become more efficient at accessing more than a trillion dollars in assets managed by the contacts within our database of family offices
6. Update your old in-house database or directory of family offices
7. Take advantage of the 700+ hours our team has invested in building the Family Offices Database to leverage your firm's time and efforts
8. Complete more road shows and sets of business trip meetings
9. Enable your team to follow up with leads from industry conferences and meetings
10. Reach concentrated pools of HNW and ultra high net worth investors

Statistics: These statistics may be used to verify that this product will be a useful tool for your firm or capital raising efforts. As of September 1st, 2010 our family office database contains (click on graphic to enlarge):

600+ unique family office entries with full contact details More than 50% of which have AUM of $1B+ Over 1,750 rows of data Estimated average AUM of Family Offices is $800M Minimum AUM of family office clients was $10M Estimated total wealth managed is over $1T in AUM 51% United States 38% Europe 6% UK 11% Asia & Middle East

Possible Uses for the Family Office Database Solution:

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

Need Something Printable? View a 6 page printable description of the Family Offies Database Solution in PowerPoint format or view our One-Pager in PDF Format

To purchase the Family Office Database Please click here or see below

Buy The Family Office Database

Family Offices Database Version 3.1 is currently sold out and no additional copies of this resource are being released.

Version 4.0 of the Family Offices Database will be released on September 1st, 2010. Our team has been constructing this new version fo the database for several months now and are excited to announce that it will be including AUM figures, an average of 3 contacts per family office listing, and more data on each family office than ever before..

This resource will cost $850 and come with free updates and a leading data quality guarantee un-matched in the industry.

Limitations: We will only be selling 100 copies of Version 4.0 of the Family Offices Database after its release on September 1st, 2010.

If you would like to be notified when Version 4.0 is released please type in your first name and email address below: