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Our Family Office Lists

We’re proud to offer our customers unrivaled access to Family Offices worldwide

Most Popular

Global

All contacts worldwide

Select your preferred subscription term:

Monthly subscription

Unlimited access, paid monthly. *3-month minimum agreement

$299/mo

Annual subscription

Unlimited access, paid annually — Best value at just $1,495/yr

Save $174/mo

$125/mo

North America

USA & Canadian contacts

Select your preferred subscription term:

Monthly subscription

Unlimited access, paid monthly. *3-month minimum agreement

$199/mo

Annual subscription

Unlimited access, paid annually — Best value at just $1,195/yr

Save $100/mo

$99/mo

International

All contacts worldwide, excluding USA

Select your preferred subscription term:

Monthly subscription

Unlimited access, paid monthly. *3-month minimum agreement

$199/mo

Annual subscription

Unlimited access, paid annually — Best value at just $1,195/yr

Save $100/mo

$99/mo

Enjoy a free demo of our platform and experience smart, accurate data in a flash. No credit card required.

SCHEDULE A DEMO

Format Feature Comparison

Find the right solution for your business

Our firm is managed by a small team of experts with experience in alternative investment, private equity, marketing & database management.

Product Features

Access the most accurate and expansive family office data and research - updated daily

Explore our extensive data using our Dynamic Search tool - built with 50+ filters - ensuring delivery of what you need, when you need it

Uncover your best path in & shared commonalities by leveraging contacts' background, experiences, shared passions, and connections

Download the data to Excel anytime for seamless CRM Integration

Showcase your products, services and investment opportunities through your private user profile

Work smarter in a community model with our team if you have a project requiring specific research

Rest assured with our money back guarantee and transparent engineering that our data is the most up-to-date available

Data Points

The following data points are included and can easily be filtered to meet your targeting requirements:

Name of Family Office

Type of Family Office (Single Family Office, Multi Family Office etc.)

1-3 High-Level Contacts Listed per Firm with Titles

Direct Phone & Email: 99%

LinkedIn: 90%

Website: 95%

Address: Country, City, State & Zip: 100%

Company Description: 100%

Investment preferences AUM (30%), Deal Structure Preference (70%), Typical Deal Size (30%), Industry Sector (60%) & Desired Geography (60%)

Download the Family Office List Analysis

Enter your details below to download the list analysis & sample spreadsheet

    We handle your data securely & responsibly — learn more in our Privacy Policy

    Data breakdown

    Learn more about our lists

    Our database was designed as a tool to raise capital and reach UHNW Family Office Investors. Our clients get invaluable information at their fingertips for over 6,401 decision makers from 3,279 individual Family Office Firms with collective AUM over $6 trillion – all updated daily and available in live-time through our cloud based platform.

    Our goal as we further develop our platform is to engage the Family Offices within our network to better understand their investment objectives. With these valuable details, we can better connect affluent Family Offices with our clients’ well-suited deal flow.

    Multi-Family Offices

    1464 firms

    Single-Family Offices

    1031 firms

    Other

    Encompasses Foundations, Trusts & RIA’s who manage several families’ investments

    784 firms

    Buy with total confidence

    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 our robust yet user-friendly 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.

    We pride ourselves on our customer service and communication. We’ve gone as far to engineer a system to encourage customer collaboration as a community model for everyone’s benefit. In the rare instance where a contact is unable to be updated, we provide a refund per contact. Working with clients to achieve their goals is what makes us good at what we do.

    Frequently Asked Questions

    Learn more about our products & platform

    What differentiates your lists from your competitors?

    We offer the most robust, up-to-date and affordable database. Our core focus is on providing the highest quality data for our customers while simultaneously offering value to the Family Offices within our network who desire well-suited deal flow. Customers benefit from the direct outreach efforts our team has conducted for over 20 years. And gain access to the wide network of decision-makers within the Family Office sector. We do not try to be all things to our clients and push additional information, subscriptions or marketing services. We are happy to start customers with packages that suit current needs and upgrade over time as needed.

    Do you guarantee the quality?

    Absolutely! Quality service and customer retention is of utmost importance so we invest the time to properly maintain the data for our clients. In the rare occurrence that a client finds problematic data, we update the information immediately and have engineered a seamless way to communicate. If the information cannot be updated in a timely manner, we provide a full refund per-contact. We work together with customers, to ensure the highest quality for everyone’s benefit. After all, the data is the core of our business.

    What format is the list provided in? Can it be modified?

    Our platform packages allow customers access to the data at anytime from anywhere. Data can be exported to Excel (.xlsx) format from within the platform allowing simple CRM integration.

    How often is the data updated?

    The size and scope of detail provided through our database requires daily maintenance. It is conducted manually through direct outreach. Live-time updates are available at no additional cost to platform subscribers for 12 months. There’s a time stamp associated with each contact so customers can easily identify updates and additions.

    Are there discounts for purchasing more than one list?

    Yes, we do provide discounts for multiple list purchases. You’ll receive a 10% discount for a purchase of 2 lists and a 15% discount for a purchase of 3 or more.

    Can I customize a targeted list?

    Absolutely! Our team is willing to customize a list to suit your needs. A custom list typically results in a higher-cost per lead, but often saves clients with a narrow scope. In our experience, we don’t recommend targeting too narrow of an audience since not all the contacts have provided investment preference criteria and you may be overlooking potential leads. Contact us to discuss options.

    You’re in good company

    Join hundreds of other customers unlocking higher revenue today

    Join the growing number of firms relying upon our data…

    Sotheby's
    Sovren
    Raymond James
    Thrive
    Sanctuary Utah
    ZNE Capital
    Beacon VP
    Sojourn Realty LLC
    Worldwide coverage

    We’re proud to offer our customers unrivaled access to offices all over the globe

    USA

    Our database for this region includes…

    2941

    Total contacts

    1498

    Total offices

    1

    Total countries

    Europe

    Our database for this region includes…

    1695

    Total contacts

    925

    Total offices

    28

    Total countries

    Middle East/Africa

    Our database for this region includes…

    708

    Total contacts

    311

    Total offices

    15

    Total countries

    UK

    Our database for this region includes…

    407

    Total contacts

    181

    Total offices

    8

    Total countries

    Asia-Pacific

    Our database for this region includes…

    414

    Total contacts

    243

    Total offices

    13

    Total countries

    Canada

    Our database for this region includes…

    174

    Total contacts

    86

    Total offices

    1

    Total countries

    Latin America/Carribean

    Our database for this region includes…

    62

    Total contacts

    35

    Total offices

    13

    Total countries