North America

(All contacts located in the USA, the Bahamas, Mexico & 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.

• 4,454 high-level contacts representing 2,288 individual Family Office Firms located in North America (174 contacts/86 firms Canada + 2,968 contacts/1,507 USA)
• 4,387 direct emails
• Data available immediately through the platform
• Ability to export contact details to Excel at any time
• Live-time updates and new firm additions are included free of charge for the duration of the subscription
• The contacts within our lists are classified and include the following:
  • 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: 96%
  • Website: 96%
  • Address: Country, City, State & Zip 100%
  • Company Description: 100%
  • AUM: 65%
  • Deal Structure Preference: 95%
  • Typical Deal Size: 55%
  • Industry Sector: 94%
  • Desired Geography: 95%

Data Coverage

Family Office Classification

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. The classification includes Single Family Offices, Multi Family Offices, or “Other” which encompasses the following groups:

• Select Family Foundations (family-controlled)
• Select Family Trusts
• Multi-family firm where registered investment advisors manage multifamily investments