Family Offices List
IB
(Chimp, 5
Points)
on 7/27/10 at 4:42pm
Does anyone have access to or know how I can obtain a list of Family Offices in the US?





also very interested. usually
also very interested. usually difficult to get by or pretty expensive. would be great if anyone had one.
You will likely have to pay
You will likely have to pay for one unless someone has something they are willing to post.
I remember searching for family offices a few years back during an internship I had and it was nearly point less. Most of the places don't want/need to be well known so their contact information is not plastered all over the internet. Good luck.
Regards
"The trouble with our liberal friends is not that they're ignorant, it's just that they know so much that isn't so."
- Ronald Reagan
I have a list with nearly 300
I have a list with nearly 300 family offices on it. It was based off of a list on familyoffices.com or org, I forget. The list was selling for $1000 bucks. I had a short lived internship with a tiny IB that basically had me work off the names on that list and find all the information. A lot of dead links, closed shops and crappy leads. Out of 1000 names I managed to come up with 300 good shops with emails and phone numbers. Took me weeks and weeks of work, all for free. Needless to say that internship ended, but I still have the list.
Now I generally give things away for free, but this is one of those things I need a little cash for. Not a lot, but I put well over 50 hours into this thing. PM me and we can discuss.
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Oh, I almost forgot. The list
Oh, I almost forgot. The list includes like 70 endowments, 57 Sov wealth funds, some RIA's and 30 Pension funds.
MSF Website
MACC Website
MSF Twitter
jeez.. shows what kinda
jeez.. shows what kinda background I come from. I've never heard of Family Offices until this post. I read up on some stuff now, seems like a great thing to have when you are rich.
Guest1655 wrote: jeez.. shows
jeez.. shows what kinda background I come from. I've never heard of Family Offices until this post. I read up on some stuff now, seems like a great thing to have when you are rich.
Don't worry. I'm convinced that making the Family Office list is something the seniors make the juniors do when they think they have nothing else to do.
It is a lot easier to use institutional money to back deals. For family offices you have to first find them, then figure out who the gatekeepr is to the wealthy individuals, then round up a lot of those individuals to get a decent amount of money together. There are usually guys who make a career of just learning the family office system (at least in Europe). From a bankers perspective they will always be a last resort, unless there are some personal connections.
Yeah, the place I briefly
Yeah, the place I briefly interned at was going to use the list to pitch a fund or something. It is basically a list of advisors that managed a lot of money. I would imagine it would be a good cold call list for people interested in PWM or something. Either way it was the biggest pain in my ass for 2 months.
MSF Website
MACC Website
MSF Twitter
RE_Banker: It is a lot easier
It is a lot easier to use institutional money to back deals. For family offices you have to first find them, then figure out who the gatekeepr is to the wealthy individuals, then round up a lot of those individuals to get a decent amount of money together. There are usually guys who make a career of just learning the family office system (at least in Europe). From a bankers perspective they will always be a last resort, unless there are some personal connections.
Thanks for your very thoughtful comment on this. How would you compare family offices to private banks/pwm in term of ease of access to capital?
...well, he's no use to us if Detroit is his idea of a small town!