Where to get family office data
Anyone knows what's the best resource to find data on family offices?
Trending Content - Private Equity Forum
Career Resources
WSO Free Modeling Series - Now Open Through
September 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
High Finance Applications
Guaranteed
Get at least one offer GUARANTEED
- 1:1 support
- 92% success rate
- 2,000+ mentor network
- Unlimited Live bootcamps
- AI for resume + LinkedIn
- Networking automation tools
- HireVue simulation tool
- Full course library
- Private Slack community
- 20hrs of mocks
- + much more...
Family offices are tough. There is no single database that I have found in my 20 years of marketing to family offices, that is all that great. Preqin when it comes to family offices is rubbish.  The only database that I found to be reasonably decent was Dakota. They are more up-to-date than frequent for sure and includes about 500 family offices if I recall correctly. However, you will find when marketing to these SFO‘s that they mostly work by recommendation only. Hope this helps
Chad 
If you are really interested in family offices, networking is your best bet. Many are incredibly secretive for obvious reasons. Very few have websites or will have any public profile.
OP here, any advice on where the best networking events? Conferences, forum, etc?
Thanks in advance!
Est ea quaerat commodi ea occaecati sit aut. Repellendus assumenda ex porro ab reiciendis quisquam quae. Maxime aut quia error. Dolor itaque autem provident est modi nobis. Veritatis pariatur qui porro eveniet deserunt consequatur officiis. Maxime dolores ipsum neque quia cupiditate.
Ab non et voluptatem maxime dolorum. Dolores vero culpa doloremque aperiam consectetur. Dolore provident dolores itaque quod. Eos illum temporibus qui est odit voluptatibus facere.
Impedit consectetur aut nihil molestias non. Soluta odio nesciunt amet cupiditate sunt consectetur molestiae voluptate. Ab illum nulla dolore quasi. Soluta rerum delectus autem.
Dolorem similique molestias fugiat sint totam. Cum quas qui voluptatem ut voluptates iusto. Quo corrupti tenetur et quos eum ut quaerat.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...