Family Office Database List

Patrick Curtis

Reviewed by

Patrick Curtis WSO Editorial Board

Expertise: Investment Banking | Private Equity

WSO's List of Family Offices includes 2,411 Firms / 4,635 Emails / 2,851 LinkedIn Profile URLs / 2,634 Phone Numbers and Growing Fast

V5 Update Released - Q1 2020 (March): This update adds new data to the existing contacts. This includes Regional Investing Focus, Industry Investing Focus, Asset Class Investing Focus, and any Notes we feel may be important.

With the help of the WSO community (700,000+ members and counting), we are building a massive, self-adapting crowdsourced list of family offices that won't break the bank and will remain accurate.

This list includes contacts from family offices along with contacts at wealth management companies, endowments, trusts, foundations, etc. Email and location are provided for each of the contacts. LinkedIn profile URLs & phone numbers are provided for most of the contacts.

You can gain access to this database of highly valuable list of family office investors in one of two ways.

1. Purchase the list - click here. We expect the price to jump quickly as the list continues to grow. In the latest update we added 2,421 new contacts to the High-Quality list resulting in an increase of nearly 50%.

With the scale of the WSO community, we plan to have the cleanest and most accurate list on the market. We are constantly scrubbing and adding new contacts from other WSO members that have collected contacts over the years. Every quarter we release an updated database. Jump on board now for the best price!

Get Database Access

2. Share your current list. If your contacts are approved and unique to our database, then you get

  • 1st year = 100% free, if you submit over 1,000 verified unique contacts
  • 1st year = 50% off, if you submit over 500 verified unique contacts
  • 1st year = 10% off, if you submit over 100 verified unique contacts

Family Office Database Preview Below

list of family offices

Family Office Database Stats

family office database

List of Family Offices - Credit Rules (List Hygiene)

Once you have access, for each 10 existing contact emails you help correct (or update) you will be given a 10% credit (partial refund - up to 100%). This partial refund policy will be valid for 60 days from the date of purchase. After 60 days, you will not be able to receive a partial refund for correcting the contacts in this list.

Additionally, for each additional 10 verified unique contacts you contribute, you will be given a 1% credit (partial refund).

WSO Family Office Directory is Now LIVE

We look forward to using the power of crowdsourcing and WSO to build the most accurate, helpful and cost-effective family office database in the world. Stay tuned for updates!

For more information, click here

Get Database Access

- Patrick

List of Family Offices

Patrick Curtis

Patrick Curtis is a member of WSO Editorial Board which helps ensure the accuracy of content across top articles on Wall Street Oasis. He has experience in investment banking at Rothschild and private equity at Tailwind Capital along with an MBA from the Wharton School of Business. He is also the founder and current CEO of Wall Street Oasis. This content was originally created by member WallStreetOasis.com and has evolved with the help of our private equity mentors.

Comments (16)

May 9, 2019

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    • 1
May 10, 2019

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May 10, 2019

Got the email afterwards, thanks!

    • 1
Jun 18, 2019

Has anyone purchased this list and can attest to the accuracy/depth of the list?

    • 1
Jun 21, 2019

bump

    • 1
Jun 25, 2019

made payment, but didn't get access info

Jun 25, 2019

Can you please check the email you used to purchase? I just checked and you should have access. Thanks!

Jul 1, 2019

Great info, quite a list and a hell of a bargain!

Sep 15, 2019

Hi, I'm already a member and would like to know if even though I have to pay to have access to it? Best regards!

Jan 13, 2020

Is it possible to receive sample data from this list to inform our purchase?

Mar 18, 2020

Nice question, I would like to know that too

Mar 23, 2020

Hey folks, if you'd like sample data we can totally do that. Just send over a quick email request to [email protected] and I'll get that sorted out for you asap.

Array

May 29, 2020

Can anyone attest to the quality of the list?

Aug 2, 2020
Comment