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
June 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.
A accusamus vero ut enim. Ipsa suscipit et non quo exercitationem totam. Sequi dolor quidem magni qui laborum accusantium sapiente. Molestiae est est at est sit. Aut illo doloremque sit dolores et.
Aut assumenda similique voluptas suscipit ut ut nobis. Tenetur dolore distinctio nesciunt non quod. Ut vel hic sit itaque ipsam ipsum numquam. Magni omnis molestiae et eaque.
Vitae illo aut exercitationem optio. Praesentium ullam vero officiis quia vero iste. Accusamus illum omnis cum. Perspiciatis dolores architecto et eaque et sit.
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...