What distinguishes Family Office List is our unwavering commitment to exceptional customer service, customized solutions, and client success. Backed by a dedicated research team, we provide accurate and up-to-date data, prioritizing transparency and efficiency. Unlike our competitors, we avoid overwhelming clients with unnecessary services, focusing instead on delivering valuable insights backed by accurate data through our advanced technology. We offer partner solutions tailored to complement our core family office list services, providing comprehensive support for diverse client needs.

Absolutely! Quality service and customer retention is of utmost importance, so we invest the time to properly maintain the data for our clients. If you find any of the information to be problematic, we update the information for you. If the information cannot be updated in a timely manner, we provide a full refund per contract. We work together with customers, to ensure the highest quality for everyone’s benefit. After all, the data is the core of our business.

Our dedicated research team diligently ensures the accuracy of the information with daily maintenance practices. Over our 20+ years in business, we’ve developed a range of tactics to enhance data reliability. Our family office research approach includes monthly validation of emails using APIs and comprehensive quarterly manual profile reviews. These efforts are complemented by ongoing additions and updates.

We encourage starting outreach where your current marketing needs require and growing over time. Customers can always start with our USA and Canada Family Office list or International Family Office list subscriptions and upgrade to the full Global Family Office list subscription when the time is right.

Prior to our platform launch, our team conducted extensive outreach campaigns to build brand awareness amongst Family Offices & expand our data coverage. This required working directly with Family Office groups to populate investment preferences. During this outreach, if any office wished to be unsubscribed, we complied. The integrity of our brand is key, and we have put in the time to establish trust and transparency.

Absolutely! Utilizing our list for your fundraising campaign involves a strategic approach. After carefully considering your audience and aligning it with your investment goals, annual subscribers can export the list and integrate it seamlessly with your CRM. Our platform allows you to apply filters to ensure a values-aligned outreach, contributing to a respectful and well-received approach. If you require assistance with content creation and execution, we provide family office funding guidance and have partners ready to support you in crafting a targeted value-added campaign.

Yes! We provide curated guides with current best practices, share educational content, send useful newsletters, and feature successful strategies through client case studies. This information is very effective for clients who have a team in place to implement the strategies. For clients seeking an outsourced solution, we have a trusted partner who uses our data to run a digital outbound marketing campaign using digital analytics and automation. If you are interested, we can provide an introduction and share a one-pager outlining their marketing solutions.