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Our Family Office Lists

We’re proud to offer our customers unrivaled access to offices worldwide

Most Popular

Global

All contacts worldwide

Select your preferred format:

web Web Platform

Unlimited access and updates via our web platform

$1,495

download Excel Download

One-time download in Microsoft Excel format

$1,195

North America

USA & Canadian contacts

Select your preferred format:

web Web Platform

Unlimited access and updates via our web platform

$1,195

download Excel Download

One-time download in Microsoft Excel format

$895

International

All contacts worldwide, excluding USA

Select your preferred format:

web Web Platform

Unlimited access and updates via our web platform

$1,195

download Excel Download

One-time download in Microsoft Excel format

$895

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

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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

Web Platform

Excel File

Ability to filter & sort

CRM integration

Family Office type classification (SFO, MFO etc)

Name of Family Office

1-3 high-level contacts listed per firm with titles

Direct phone & email (99%)

LinkedIn (90%)

Website (95%)

Address (Country, City, State & Zip)

Company description (100%)

Access to ongoing updates

AUM (30%) help_outline Assets under management (AUM) is the total market value of the investments that a person or entity handles on behalf of investors.

Deal structure preference (60%)

Typical deal size (60%)

Industry sector (60%)

Desired geography (60%)

Download the Family Office List Analysis

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    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 5,758 decision makers from 3,002 individual Family Office Firms with collective AUM over $4 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

    1180 firms

    Single-Family Offices

    958 firms

    Other

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

    864 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 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, allowing our team to efficiently update the information for everyone’s benefit. If the information cannot be updated, we will provide a full refund per contact.

    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 19 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. 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-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. Targeted lists or the full data set can be to Excel (.xlsx) format from within the platform so the data can be further appended to improve your direct marketing and email campaigns. Our Excel packages can only be accessed through Excel but can be filtered, sorted and modified to meet your marketing requirements.

    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. Customizations start at $200 and typically result in a higher-cost per lead, but often save 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.
    You’re in good company

    Join hundreds of other customers unlocking higher revenue today

    Join the growing number of firms relying upon our data…

    Worldwide coverage

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

    USA

    Our database for this region includes…

    2448

    Total contacts

    1286

    Total offices

    1

    Total countries

    Europe

    Our database for this region includes…

    1675

    Total contacts

    885

    Total offices

    28

    Total countries

    Middle East/Africa

    Our database for this region includes…

    740

    Total contacts

    353

    Total offices

    15

    Total countries

    UK

    Our database for this region includes…

    341

    Total contacts

    158

    Total offices

    8

    Total countries

    Asia-Pacific

    Our database for this region includes…

    359

    Total contacts

    220

    Total offices

    13

    Total countries

    Canada

    Our database for this region includes…

    146

    Total contacts

    74

    Total offices

    1

    Total countries

    Latin America/Carribean

    Our database for this region includes…

    49

    Total contacts

    26

    Total offices

    13

    Total countries