Who are we?
Family Office List was founded in 2001 as a tool to help professionals raise capital in an efficient cost effective manner. Our founder, Douglas Fathers, manages several financial services companies providing tools to accelerate fund raising efforts. Database management requires meticulous upkeep and therefore out research team, based out of Charlotte, North Carolina, works daily to ensure accuracy. We’ve been forging relationships within the Family Office Industry for over 19 years and conducting manual outreach efforts to obtain details not listed publicly. The contacts within our database are aware that they are included and are removed if they request. Techniques for building and maintaining the data include:
- Attending industry conferences as pandemic regulations allow
- Completing line by line contact checks
- Utilizing APIs to test the telephone numbers and email addresses
- Conducting our own email campaigns quarterly to experience the data first hand
- Hours of direct outreach via phone calls and LinkedIn messaging
- Access to exclusive virtual groups founded by Family Offices to share investment objectives
- Money-back guarantee incentivizing customers to collaborate if data is problematic so our researchers can provide timely & transparent updates for everyone’s benefit.
And finally, we incentivize customers through our risk-free guarantee to let us know if they find outdated information. This way we can update it for them and make the database stronger for everyone’s benefit.
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 offices
- Multi family offices
- Family foundations
- Family trusts
- (Multi family office where registered investment advisors manage multi family investments)
- Asset management
We include under the “Support” tab, a page providing detailed descriptions of each of the family groups above to help guide you in your research.
Our commitment & Risk-Free Guarantee
Our mission is to create a premium Family Office Platform to help clients reach a sophisticated audience in an efficient manner. Our core focus is on the accuracy of our data, which is easily navigated through out robust yet easy to use platform.
Our research team works daily to ensure the accuracy of our data. Customers have access to ongoing updates through the platform at no additional cost for 12 months. We guarantee that the listing is a Family Office and that the contact information is up to date and accurate. A time stamp feature provides transparency for when contacts were last updated. Our platform enables customers to flag problematic data so our team can efficiently update the information for everyone’s benefit. If the information cannot be updated, we will provide a full refund per contact.