Who are we

Request a DemoFamily Office List is a leading online global provider of Family Office and other investor source lists. Our mission is to create a quality investor database to help our clients reach a sophisticated audience in an efficient manner.  Our core focus is on the accuracy of our database, which is backed by a risk-free guarantee.

Family Office List is part of a global services provider network, Equityhub Group Pte Ltd. The company was founded in 2001 upon answering the demand for a quality service provider with a 100% focus on the professional investor market. Our Founder, Douglas Fathers, operates several financial services companies focusing on marketing and managing alternative investment funds. Through continual marketing outreach, we found Family Offices to serve as a great source for raising capital and created our lists as a tool to efficiently reach UHNW Family Office Investors. Our firm is managed by a small team of experts with experience in alternative investment, private equity, marketing and database management. We pride ourselves in working directly with customers to customize solutions for reaching Family Office Investors and have served over 1,600 clients since being founded. Family Office List LLC is based in the financial hub of Charlotte, NC.

Our Databases

Our databases are created first-hand and meticulously maintained by our research team. Our team attends many industry conferences and events worldwide to meet with investors and understand what their investment objectives are. Since database management is a continuous process, we actively research, refine and update our investor profiles and database contacts on a daily basis.

Our lists are a true asset to clients and designed with intent to:

    • Improve capital raising and increase client funding abilities
    • Save time and money from the traditional capital acquisition process
    • Provide institutional level resources to small businesses, entrepreneurs and managers
    • Contribute to our client’s successes

Because our database was designed as a tool to raise capital and reach UHNW Family Office Investors, we have defined the term “Family Office” to encompass several groups including:

  • Single Family Office
  • Multi Family Office (a group of several single family offices)
  • Single Investor Private Equity Firms
  • Single Investor Hedge/Venture Capital funds
  • Select Family Foundations (family controlled)
  • Select Family Trusts
  • Multi family firm where registered investment advisors Wealth Managers/Investment Managers/Asset Managers) manage multi family investments

We include on our resources page a detailed description of each of the family groups above to help guide you in your research.

Our Commitment

We commit to providing comprehensive, accurate and updated lists worldwide enables our customers 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.
family office list

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 14, was released June 2019 and we are on target to release v15 late Summer 2019.

We guarantee that the listing is in fact a single, a multi family office, or a multi family management firm. If you find a listing that is NOT a single, a multi family office, or a multi family management firm, we will provide a per-contact refund, after it is confirmed, for up to 2 contacts per firm. If you find outdated information, we will attempt to update the information for you. On occasion, if the information cannot be updated, we will provide a full refund per contact, for up to 2 contacts per firm.

We strive to work with customers in the instance of any discrepancies to make the database stronger for everyone’s benefit.

For the terms of the Risk-Free Guarantee read [here]

 

Customer Reviews

“We have utilized the lists for a number of capital raise outreach campaigns and found them to be extremely useful. The open rate is high, there are few bounce backs and we will continue to use this service going forward.”

Errol Antzis, Senior Managing Director at Goldmark Advisers, Inc.

2016-07-07_12-57-57

 

“It didn’t take long for us to determine the three top competitors in the Family Office List space. I first approached The Family Office Club. For our purposes, it was clear that their packages were not a good fit because we are not going to make any use of the social conferences they offer. Next I contacted Fintrix, a high-tech platform with impressive applications, but for our purposes way more than what we needed (both in product and in price). Family Office List had just the right mix of product solutions and flexibility in their packages for our needs. But more than that, from my very first interaction with them, they had such an impressive level of professionalism that I felt assured we were going to be well served. I was not mistaken! We could not be happier with their service and products”.

Jason Brents, One Door Studios

2016-07-07_12-57-57

FAMILY OFFICE LIST v14 ANALYSIS

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Sample Of Family Office Data

 

Sample Spreadsheet

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