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North America

(All contacts located in USA & 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.

  • 3,112 high-level contacts representing 1,487 individual Family Office Firms located in the USA & Canada (174 contacts/86 firms Canada + 2,968 contacts/1,507 USA)
  • 3,015 direct emails & 1,163 secondary emails
  • Data available immediately through the platform
  • Ability to export data to Excel at any time
  • Live-time updates included free of charge for 12 months
  • 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: 90%
    • Website: 95%
    • Address: Country, City, State & Zip
    • Company Description: 100%
    • AUM: 30%
    • Deal Structure Preference: 70%
    • Typical Deal Size: 30%
    • Industry Sector: 60%
    • Desired Geography: 60%
    • Access to ongoing updates

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. 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