North America Family Offices + Bonus

North America Family Office List v11 + Limited-Time Bonus

(Contacts located in US & Canada)

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.

US & Canada Family Office List contact details:
  • 1,787 Family Office contacts representing 1,141 individual Family Office Firms located in the US & Canada
  • 1,475 email contact addresses
  • 229 generic email addresses (info@)
  • Contact information typically includes: Family Office firm name, contact name (on averal 1-3 high level contacts are listed per individual firm), title, phone, fax, primary email, address, city, state/province, zip/postal code, country, type of office, website. The following are also included as available: family name, AUM, investment sector, preferred deal structure, average deal size, target geography and Linkedin profile.
  • Download delivered in Microsoft Excel format
  • Free updates for 12 months

+ Bonus List
    • The Wealthiest Families in the U.S. containing of over 4,000 contacts

Please Note: The bonus list is sourced by a third party, excludes emails and is not maintained by us.


Family Offices

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 database was created with the intent to help professionals raise capital. It contains a column indicating the type of Family Office. Classification includes Single Family Offices, Multi Family Offices or “Unknown” which encompasses the following groups:

• 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

Scroll over the map for number of contacts located in each state:


*** Note that typically 1-3 contacts per individual Family Office are included to help with your outreach.

FAMILY OFFICE LIST v10 ANALYSIS

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