Family Office Database Overview

Version 10 of the Family Office Database is available for purchase. Over the past 10 months, our team has been working on this new version of this database and released it on April 29th, 2015. The Family Office Database includes an average of 3 contacts per family office and more than 3,632 contacts. For more information on the information included in our listings, please see our listing overview here.

Quick Link Navigation: Below is an in-depth overview of our family office database resource. This page of our website may be reviewed top to bottom, or you may use these quick link shortcuts below to jump to the information you are trying to find:

Text Overview
Free Book on Family Office Capital Raising
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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 over the past 7 years. Our team has spent over 1000 hours constructing this deep Excel-based database with over 64,000 cells of data on 1,166 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.

An Overview of our Family Office Directory Solution

If you would like to buy our Family Office Database or learn more about the three specific packages that we offer, 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 out or email our Family Office Database Brochure or PowerPoint for your team’s review.

Free Book on Family Office Capital Raising: Free Book on Family Office Capital Raising: If you would like to learn more and receive a free book on family office capital raising, “A Guide to Working with & Raising Capital From Family Offices,” please type in your name and email address below:

Family Office Database Listings Include: The Family Office Database offers a collection of inclusive contact details for 1,166 family offices from around the globe. These inclusive contact details include the following information when available:

  • Name of Family Office
  • AUM (for 37% of the firms)
  • 3,632 Rows of Data – An Average of 3 Contacts Per Office (Over 64,000 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 28% of the offices)
  • Company History & Notes
  • Website URL of the Family Office
  • publicize-linkedin-2x LinkedIn Profile Information for 59% of the Contacts Within the Database

Note: While many profiles are complete, not all of the information for the above categories can be found for all of the offices in our database. Family offices are very secretive, and as such, information is often times scarce and hard to find. Family offices value their privacy and that of their clients. Information on AUM, investment preferences, and company history can be difficult to find, and as such, is a less complete portion of our database. Offices were not included in our database if a phone number or email address were not present, so each contact has at least one point of contact in addition to a mailing address.

Benefits of The Family Office Database

  • Gain access to investor contact details of 3,632 total investors from 1,166 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 1000+ 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

Family Office Database Sample: To download a sample of our Excel-based Family Office Database, please click here

 

 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 April 29th, 2015, our family office database contains:

  • 1,166 unique family office entries with contact details
  • More than 50% of which have AUM of $1B+
  • 3,632 rows of data
  • Estimated average AUM is $800M
  • Minimum AUM of clients is $20M
  • Estimated total AUM is over $1T in AUM
  • 45.78% United States
  • 40.71% Europe
  • 6% UK (15% of the European offices)
  • 3.10% Canada
  • 2.32% Asia
  • 2.41% Middle East
  • 2.67% Australia
  • 2.32% South America
  • 0.43% Caribbean
Please see our charts below for a breakdown of the Family Offices Database by region and country: (Click to enlarge.)
Global Breakdown:
Global Breakdown V10
European Breakdown:
 Euro Breakdown V10

You can also view the United States breakdown by state with the images below: (Click to enlarge.)

Eastern Half of the US:
Eastern US Portion V10 
Western Half of the US:
Western US Portion V10

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 our 12-page PowerPoint presentation on the Family Offices Database Solution here, or download our One-Pager. To Purchase the Family Office Database Please Click Here, or use the form below:

Buy The Family Office Database

Version 10 of the Family Office Database is available for purchase. Over the past 6 months, our team has been constructing this new version of this database. The Family Office Database includes an average of 3 contacts per family office listing. For more information on each listing, please see our listing overview here.

 

Risk Free Database Quality Guarantee: We offer a dual-level quality assurance guarantee for our database. First, we provide each client with a free upgrade to the next version of our Family Offices Database. Second, 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 of bad data off of you and puts it back on our team, where it should be. Our full terms of purchase are here.

Database Purchasing Process: If you are working with family offices and would like to use this resource, your next step is to complete the form below. Enter your contact details and payment information to order one of our Family Office Database Packages. Our team will email you the Excel spreadsheet database(s) within 1 business day.

Packages: We offer two database packages beyond the basic Family Offices Database. Our other options include databases such as Private Banks, Pension Funds, Merchant Banks, High Net Worth Wealth Management Firms, Institutional Investment Consulting Firms, Investment Banks, Fund of Funds, and Endowment Funds. In each of these additional databases, we include the firm’s contact details, contact name, contact job title, contact email address, contact phone number, physical address, and website URL. Please see below for more information on the three packages we offer.

Family Office Database Packages:

The Platinum Package: 9 Database & Training Discount Package $2,997

    • Family Office Directory with 1,166 Family Offices & 3,632 contacts
    • High Net Worth Wealth Management Directory with 725 firms listed
    • Private Bank Directory with 1,000 private bank executives from over 200 of the top private banks globally
    • Institutional Investment Consultant Directory with 225 consultant listings
    • Investment Bank Directory that includes over 200 investment banks and 1,000 contacts
    • Endowment Fund Directory with over 2,000 endowment fund contacts
    • Fund of Fund Directory with 350 listings
    • Pension Fund Directory with over 1,000 global pension fund contacts
    • Merchant Bank Directory with 205 merchant banks and 1,000 global executives listed
    • + 1 Free Ticket to any upcoming Family Office Workshop
    • + Free lifetime access to our “How to Work with and Raise Capital From Family Offices Workshop” recorded in HD video format and available through our training portal ($1,000 Value)
    • + 5 Free tuition waivers to the Qualified Family Office Professional (QFOP), Certified Hedge Fund Professional (CHP), Certified Private Equity Professional (CPEP) program, Master’s Certificate in Finance & Investments program or any other FinanceTraining.com hosted program to be used for yourself or members of your team ($2,750 Value – no expiration date)

The Gold Package: 5 Database Combination Discount Package: $2,750

    • Family Office Directory with 1,166 Family Offices & 3,632 contacts
    • High Net Worth Wealth Management Directory with 725 firms
    • Private Bank Directory with 1,000 private bank executives from more than 200 of the top global private banks
    • Investment Bank Directory that includes over 200 investment banks and 1,000 contacts
    • Merchant Bank Directory with 205 merchant banks and 1,000 global executives

The Silver Package: Family Office Database: $1,997

    • Family Office Directory with 1,166 Family Offices & 3,632 contacts

 

 

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Additional Ordering Options: If you would like order to a copy of the Family Office Database Version 10 in one of our above packages, you can do so now by completing our Fax/Email Credit Card Form or our Mail-in Check Payment Form. You can also use the Click to Chat button to the right, email us at Help@FamilyOfficedatabases.com, or call us during our West Coast business hours at (212) 729-5067 and we can process your order for you over the phone.

Risk Free Family Office Database Purchase: We offer a dual level quality assurance agreement for our database. First, we provide each client with a free upgrade to the next version of our Family Offices Database. Second, we also provide a per-contact refund for any contact you find within our database, which is not in fact a family office wealth management firm. If 10% of the database is outdated, you get 40% of your money back. Version 10 was released on April 29th, 2015.

Quotes & Testimonials from Past Clients

“We recently purchased your database and I have to say your data quality is awesome. Thank you very much.

– T. B. Hedge Fund Manager, New York, NY

“I have been using the Family Office Club’s directory of family offices for several years now and it has saved my team 100’s of hours of slow research trying to collect and keep the contact details updated for the whole family office industry.  Thank you for making this resource available and we plan to keep using this directory for several years to come.

– Gabriel Pellegrini, Global Edge Capital Management

 

As an alternative investment fundraising professional, I’ve looked at many family office contact databases that were not much more than data dumps captured from a website or another source. The Family Office Database is the first product that I’ve seen that is truly researched, detailed and quite accurate. It is clear that the team has spent many hours identifying and verifying family office contact information for this product. I recommend it”.

– Jim Rowe Rowe Capital Partners, LLC, Member FINRA, SIPC

“We have successfully set up several conference calls and meetings with great firms by using your database of family offices. Thank you for the help and keep us updated on future releases.”

“I purchased the Family Office Database recently and have been using it extensively for the past month. What a fantastic resource you’ve developed. Kudos to all who compiled this information.”

– Managing Director, Lexington Capital Group

“I just checked the few family offices that I already knew, and they are included in your database with full contact details. Thank you for sending it over.”

 

Perhaps the best testament to the value of our family office thought leadership and research is the fact that most of the largest investment banks and media companies use our services. One top five media company has enrolled an entire team of 30 professionals into our training program, and Bloomberg recently credited us publicly with helping them survey top family offices.