$99 Family Office Monthly Subscription

US & Canada Family Office List Monthly Subscription

Our Family Office subscription offers clients a great way to “test the waters” and gain access to our North American Database distributed in smaller sections. Each month clients will receive approximately 120 high-level contacts representing 75 individual firms based in North America. The lists are predetermined and rotate so no set of contacts experience list fatigue. If you later decide to purchase a larger list, we can apply the cost of  your subscription. There is no contract with our subscription and you can cancel at anytime. We can prepare a similar format to access our International contacts as well.

Family offices are a rapidly growing segment of the global financial and investment world. There are many types of family offices typically formed after the sale of a family business or a realization of significant wealth. Many function as private wealth management firms that service ultra-high net worth investors. Family offices can offer a total outsourced solution to managing the financial and investment activities of ultra-high net worth investors.

Our clients, ranging from fund managers, traders, investment bankers, to private wealth management firms have utilized our lists of family office contacts to successfully raise capital or enhance marketing efforts. They have experienced how a small handful of family offices can significantly grow an investment firm or high net worth related service.

Family Offices
US Family Office List Subscription Details:
  • 75 individual US family offices per month
  • 120+ family office contacts.  Up to 4 contacts per Family Office
  • Contact information usually includes: company name, contact name, title, phone, fax, primary email, address, city, state/province, zip/postal code, country, type of office, website. May also include family name, AUM, notes pertaining to investment strategy/sector and LinkedIn profile as available.
  • Download delivered in Microsoft Excel format every month
  • Cancel at any time

The term “Family Office” encompasses several groups including:

• single family office
• multi family office (a group of several single family offices)
• single investor private equity firms/funds
• single investor hedge funds
• select family foundations (family controlled)
• select family trusts
• multi family office where registered investment advisors (wealth managers) manage multi family investments

* Please note: If your document doesn’t automatically download it is being updated and we will email you the document directly followed by the updated document when available.

FAMILY OFFICE LIST v10 ANALYSIS

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Copyright 2018

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