Frequently Asked Questions (FAQ)

We receive a core set of 14 questions every month from our clients and potential clients, and we have written these out below.  If you don’t see your question answered below, please contact us directly through either our chat at the bottom of your screen,, or call us at our regional office at (305) 503-9077.

To navigate our Frequently Asked Questions (FAQ) page please click on the question below that you would like to have answered:

  1. I placed an order for the Family Office Database; when will I receive it by email?
  2. How many family offices are included in the Family Office Database?
  3. Does the database come in Excel format?
  4. How many family offices are based in the U.S. vs. Europe?
  5. How did your team build this database? Did you receive every family office’s permission to build this resource?
  6. What is included in the combination database packages?
  7. How many family offices do you have in the states of California or New York?
  8. Does your firm provide refunds? What is your refund policy?
  9. Why are updates to the database needed so often?
  10. What differentiates your database from others?
  11. Does your firm have a family office database available for London? Can I buy a regional or state-specific database?
  12. What information is included in each of the 1,000 family office listings? Can I see a sample?
  13. How often is the information in your database updated? When was the last update made?
  14. Can I receive more updates to the Family Offices Database beyond the next updated version?
  15. What is your definition of a family office?


Question #1: I have already placed my order for the Family Office Database, when will I get it?

Answer: We confirm database sales within 24 hours (or 1 business day) of receiving the order from you. The family office database will be sent to you within Excel format via email.


Question #2: How many family offices are included in the Family Offices Database?

Answer: As of December 23rd, 2013, there are 1,089 family offices included within our database.


Question #3: Does the database come in an Excel format? Why isn’t it available online?

Answer: The Family Offices Database is offered as an Excel spreadsheet that is sent to your email address within 1 business day of your order being processed. We deliver the Family Offices Database to you in this format because we have found there are fewer issues than with subscriptions associated with online databases. For example with our solution, you can upload your copy of the Family Office Database to your CRM program and sort, move, or add notes to any of the contacts in our database. Another benefit of the Excel format is that you get it more quickly than if we had mailed you a disc in the mail, and you are free to keep this spreadsheet for as long as you would like. Whereas website access can be cut off any time, once you purchase our Family Offices Database you may use it in your business for years to come. To download a sample of our database, please click here.


Question #4: How many family offices do you have in Europe vs. the United States?

Answer: Here is the geographical distribution of our database, as displayed in the graph below:

  • 1,347 unique family office entries with contact details
  • More than 50% of which have AUM of $1B+
  • Over 3,000 + contacts
  • 2-3 contacts per firm
  • Estimated average AUM is $800M
  • Minimum AUM of clients is $20M
  • Estimated total AUM is over $1T in AUM
  • 35.73% United States
  • 49.71% Europe
  • 7% UK (14% of the European offices)
  • 2.95% Canada
  • 3.22% Asia
  • 2.76% Middle East
  • 2.95% Australia
  • 2.39% South America
  • 0.55% Caribbean

(Please click to enlarge.)

Question #5: How did your team build this database? Why should we pay for a database that at least partially relies upon publicly available data?

Answer: Our team of two researchers and five total professionals built the Family Offices Database in two ways: by receiving permission from family offices to publish their contact details to our database and by collecting data from publicly available websites. We believe this product is worth $2,500-$4,000 to most firms working with family offices, because it would take at least 200-250 hours of research to create an internal database of family offices on your own. It took our team over 850 hours to build and maintain this resource, and you can now leverage our work through purchasing it on our website here.

Question #6: What is included with the database combination packages?

Answer: We have created a thorough one pager that walks you through our different packages. Please click here to access the Family Offices Database one pager. Our single database of family offices costs $3,000 which is in line with competitors. You can save the most money by buying our Gold or Platinum package as described here.


Question #7: How many family offices do you have in California and New York, for example?

Answer: We get a lot of questions about how many family offices are database has within various states. For statistics on every state in the US, broken down into two halves, please see the pie charts below. Please click either graph to see a larger image.


Question #8: Does your firm provide a refund if we can’t raise assets through using this database of contacts? What is your refund policy?

Answer: While we do provide refunds for bad data, we do not provide refunds for any lack of capital raised. Data included in our database is publicly available; however, our team has spent over 800 hours compiling, sorting, updating, and organizing so that it can be easily used within almost any CRM system or as a standalone capital raising or career management tool.

Once the database has been purchased and delivered, the full value has been realized and we cannot provide a refund once the transaction has been completed. The exception to this is if we provide you with bad data; in this case, we provide an industry leading 4X pro-rated refund on all entries that contain outdated or bad data. This means if 10% of the listings contained errors, you would receive 40% of your money back.

These refunds are uncommon, but when they do occur it helps us further improve and update our listings, so we encourage you to provide us with your feedback. Version 9.0 of our Family Offices Database is now available; we have refined this database dozens of times to get our database to where it is now, and this level of accuracy and completeness is what makes our database valuable. Nobody else offers a 4X pro-rated refund policy on any type of family office database.


Question #9: Why are updates to the database needed so often?

Answer: The day any directory or database is created it is outdated, people change jobs, firms merge, go out of business, change business models, etc. Our team is focused on keeping our databases fresh, with new entries, and corrections made daily. We have several full time professionals who work on updating our directories so that you get high quality data when you purchase this research from our team. The Family Offices Database is updated twice a year, and the latest version was released on December 23rd, 2013.


Question #10: What makes your Family Offices Database solution different or better than others?

Answer: Our Family Offices Database is the only database available from a company that provides a transparent view of our team, a detailed look at the offices, contact details, and our database construction methodology. We provide this transparency and our industry leading 4x pro-rated refund policy to provide you with the assurance that we are a real company; we are registered as an LLC in the state of Oregon with full-time employees and a long-term commitment to building a valuable database of family offices. We have created a chart (see below) that shows how our Family Offices Database compares with others in the industry:

Family Offices Database Comparison Chart - V8.0

Question #11: Can we purchase a database of family offices only in California, Singapore, or London?

Answer: While we would like to provide a resource applicable and valuable to every client request, we have created the following portions of our full, international database: Western US, and Eastern US databases. These portions are offered to you to assist you in your capital-raising goals. We do not offer smaller portions at this time since our database is constantly being updated, and refreshed, and that is what our team wants to focus our limited time on.


Question #12: What information is provided for each of the 1,030 family office listings in your database?

Answer: The Family Offices Database offers a collection of inclusive contact details for 1,000 family offices from around the globe, with an average of three contacts per office. These inclusive contact details include the following information when available:

  • • Name of Family Office
  • • AUM (as available)
  • • More Than 3,375 Rows of Data – An Average of 3 Contacts Per Office (Over 69,000 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 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


Question #13: How often is the information in your database updated? When was the last update made?

Answer: Our database is updated twice a year, about every 6 months. The last update to our database was completed on March 1st, 2013.  To ensure the information you receive is of the highest quality, we also provide the next updated version of our database to you at no charge.


Question #14: Can I receive updates to the Family Offices Database?

Answer: The database is updated every 6 months, and updates are sent when they are released.

If you are a past client, you may pay $725 to get a current update to your entire database package purchased in the past by visiting our “checkout” page and selecting the database update  option in the checkout form.  After you complete this $725payment our team will send you the updated database package within one business day.  If you have any questions regarding this please email us at or call us during West Coast business hours at (212) 729-5067.

Question #15: What is your definition of a family office?

Answer: A family office is a holistic full balance sheet wealth management solution for the ultra-wealthy.  There are two types of family offices, single family offices and multi-family offices.  Single family offices serve one single family and typically start at $100M or $200M in assets under management.  Multi-family office wealth management firms serve many families and typically require clients to have $20M in assets before being accepted as a client.

Please click here to view an Excel-based sample of our database.

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