About Our Lists
Our database was designed as a tool to raise capital and reach UHNW Family Office Investors. We pride ourselves on being a boutique firm connecting affluent Family Offices with emerging investment opportunities. We bridge the gap between well-suited opportunities and successful partnerships. We do not spam, but rather encourage relationship building. Our clients get invaluable information at their fingertips for over 4,418 decision makers from 2,905 individual Family Office Firms with AUM of nearly $4 Trillion – all updated year round. Version 11 was released May 2018 and we are on target to release v12 Fall of 2018.
Request a DemoThe term “Family Office” encompasses several groups including:
- Single family office
- Multi family office (a group of several single family offices)
- Single investor private equity firms/funds
- Single investor hedge funds
- Select family foundations (family controlled)
- Select family trusts
- Multi family office where registered investment advisors (wealth managers) manage multi family investments
When purchasing any list you should never expect that 100% of the list will be up-today or that all the contacts will become your customer. Purchasing a list is an investment and your focus is closing customers to recoup your investment and increase your revenue. Most times you will only need a few customers to make it a successful list.
Our database of lists are created utilizing various sources and are meticulously maintained by our research team. Our team actively attends many industry conferences and events worldwide to meet with investors and understand what their investment objectives are.
As database management is a continuous process, we actively research, update and refine the database on a daily basis. We utilise APIs to test the telephone numbers and the email address — plus we email the family offices quarterly to better understand their investment objectives.
Our Commitment & Guarantee
We commit to providing comprehensive and updated lists to our clients worldwide to utilize our lists confidently in driving a variety of marketing efforts. We go far to protect our client’s investment in lists by limiting the number of list sales in order to avoid over-marketing or list fatigue.
Risk Free Guarantee
We update our database at least 3x per year and you’ll receive that update absolutely FREE. Our most recent update, version 11, was released May 2018 and we aim to release v12 in Fall of 2018. Updates are absolutely FREE for 12 months after purchase, and just $200 a year thereafter. This is tremendous deal being that our database is constantly growing to include hard-to-come-by investment details. A typical update includes approximately 300 new Family Offices and 500 updated contacts.
We guarantee that the listing is in-fact a single or multi family office management firm. If you find a listing that is NOT a single or multi family office we will provide a per-contact refund, after its confirmed. If you find out-dated information we will attempt to update the information for you, if the information cannot be updated we will provide a full refund per-contact.
For the terms of our Guarantee read [here]
WHO ARE OUR CLIENTS?
Our investor database attracts many companies looking for premium grade lists of diverse institutional and private investors. Many of our clients use these lists to raise capital in the early to mid stages. Through more targeted lists, the lengthy fund raising process can be reduced. Our C-level contacts are ideal for service providers who find it hard to reach decision makers. Our sophisticated client base includes:
- Fund Managers
- Private Equity Managers
- Financial Advisors
- Private Wealth Managers
- Third-Party Marketers
- Business Start-ups
- Public Companies
- Luxury Service Providers
“Access to finely curated, validated, and frequently updated contact information to Family Offices, Private Equity, and Venture funds is invaluable. Not only is most of this information not directly available to the public, but the success rate of using the lists provided by the Family Office List group is an order of magnitude higher than the alternative approach. On top of the significant value of the data, the cost per list is minuscule when compared to the data brokers, many with half the data fields. If you are serious about capital raising, relationship building, and servicing these unique Financial Sector groups, buying a list from the Family Office List group is the highest ROI investment you will make”.