Family Offices List

Does anyone have access to or know how I can obtain a list of Family Offices in the US?

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Comments (74)

Jul 27, 2010

also very interested. usually difficult to get by or pretty expensive. would be great if anyone had one.

    • 1
Jul 27, 2010

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

Best Response
Jul 27, 2010

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.

  • Anonymous Monkey
  •  Jan 20, 2016

Hi, I just saw your feed regarding 300 family offices. How much are you asking? Trying to find good inexpensive list. John

Apr 5, 2017

problem is you have russian flag which means hard to trust you. 9173863057 if the family office list is cheap. text me. thanks. need samples first

    • 3
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Jun 28, 2017

So your old firm paid you to build a list which you took with you, likely wrongly, and now you are trying to get people to pay you for it on a forum that is built upon people helping one another? Classy.

    • 1
Jan 2, 2018

TNA - I'm interested in this list. Can you pm me?

Mar 7, 2018

how much you are looking for and can you assure that these contacts which u sorted out are active contacts and are of good contacts.

Nov 17, 2018

Hello. If you have a list of family offices, please send me your reasonable terms and conditions. Thanks. Mark healthman30 at gmail dot com

Mar 12, 2019

also interested in list. email gmail
username: Kyle.profitstores

Jul 27, 2010

Oh, I almost forgot. The list includes like 70 endowments, 57 Sov wealth funds, some RIA's and 30 Pension funds.

Jul 25, 2016

Hi! I would really like to discuss how much cash you need for your list with 300 family offices on it. Please let know Thanks!

Jul 28, 2010

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.

Jul 28, 2010
Guest1655:

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.

Sep 5, 2012
RE_Banker:

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?

Jul 27, 2010

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.

Sep 22, 2016

They're usually semi hidden for a reason ;)

Sep 22, 2016

Pretty much. I've got a buddy at a >$15B family office for an international family that flies waayyyy under the radar. There's 12 people on the investment team and the fee structure is 1 and 5, do the math..

Oct 3, 2018

100%, they remain hidden and most of the time do not have websites! Its very difficult to break into and get introduced. If you need a family office list please DM me or let me know!

Sep 22, 2016

http://data.investmentnews.com/ria/

This list is more established RIA (with varying client sizes) but should at least provide a base for the more out-in-the-open large AUM managers. Not sure how to find all the more private single/multi-family shops, I'd imagine it will be lots of one-off searches

    • 2
Jun 26, 2017

We're doing a giveaway of our list, normally $650 but free to a lucky five randomly-selected winners. Over 1,400 contacts of U.S. based family offices & wealth management firms. PM me for the link!

Oct 3, 2018

Hi Launch- please PM me if you're interested in a list of family offices or list of institutional investors. I used to work in the industry marketing private equity and 2 venture capital funds. I have several databases that I put together over 10 years which covers every category of investor out there. Willing to give away or some for free, but the complete list of investors I would like to sell for some money. Please PM me if anyone wants to see the list. Thx

Apr 1, 2018

Hi, I'm interested in seeing a list. Let me know your thoughts, flux 712 @ gm ail .c om

Sep 13, 2018

Hi Sundance, Would a copy of that list Real Estate related mostly Pension funds REITS family office hedge.

Oct 3, 2018
launchapreneur15:

List of U.S. Family Offices/Multi-Family Offices (Originally Posted: 04/27/2014)

Has anyone been able to find a list of U.S. based family offices? I know they're not as readily accessible but I was wondering if someone had one on deck. Would save me hours of research.

Hi Launch- happy to help out! I just put together a US/International family office database and would be happy to send over. Please PM me! Thanks

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Jun 13, 2017

A really good source for US and Global Family Offices is Family Office List ORG. You get full contact info for CIO's and Managing Partners. You also have access to all the updates for 12 months after your purchase and there is a money back guarantee. The US and International lists are $795.00 each and the Global is $1095.00.

    • 3
Jun 14, 2017

Hope this can be useful for someone but Axial usually has a pretty good list. You won't be able to get their contact information, but can always "Google" the office and get the contact info yourself.

Dec 19, 2017

How do I get access to your database? I am doing an internship on family offices.

Jun 26, 2017

PM sent

Jul 21, 2018

Is this still on?

Jun 27, 2017

We have $1+ bil AUM and according to the internet we don't exist. Good luck.

Oct 3, 2018

1 billion dollar firm and no trace on the internet? Is it a family office or fund? I bet I can figure it out!!!

    • 1
Dec 19, 2017

The largest family office association, to the best of my knowledge, is the Family Office Club Association.

It's got over 100K members in 100+ countries with in excess of $1 trillion under management. It's run by Richard C Wilson. They do offer some freebies, but if you want good data, there's usually a price to be paid.

Apr 15, 2018

bump

    • 1
Oct 3, 2018

If anyone is looking for a complete list of LPs, investors, family offices, etc, please PM me. I worked in the industry for 10 years fundraising for hedge funds, fund of funds, venture capital/private equity. Happy to share some names and provide list to anyone who needs it. Thanks and PM ME

    • 1
Jun 21, 2018

I am interested in your family office list!

    • 1
Jul 21, 2018

Hey can you share the list with me?

    • 1
Oct 4, 2018

Hey there, would you be kind enough to share to me the list of family offices please?

Jun 21, 2018

I am interested in your family office list.

    • 1
Oct 3, 2018

Hi Olga- happy to help out and share the list with you. Just sent you a PM.

Oct 3, 2018

Hi Olga and everyone else that responded to the list. I have updated the Excel list of Family Offices and willing to share. I can also break them up by state if you need only certain coverage. The list contains 1830 family offices and I will include 10 free family offices (with contacts) to anyone looking to check out the database. Let me know and please PM me or I can email you directly. Thank you

    • 1
Jul 19, 2018

Hi SundanceKid77 , would love to access this list! Please let me know if you can be of assistance - hoping to also add onto it!

    • 1
Jul 20, 2018

Hey, would be great if you could share, and also if you could break up by state. Would appreciate it :)

    • 1
Oct 3, 2018

HI Olga-just sent you a PM to share the list! Thanks and hope to speak to you soon. -Sean

Jul 21, 2018

bump

Big bodacious goals will get us to another galaxy.

    • 1
Oct 3, 2018
Capitalism King:

bump

Thank you everyone! i have the list in Excel so please email me back or PM me so I can share the list. It can be filtered by state or I can send over a few names/state/regions if you want. Let me know and check your inbox's.

Jul 23, 2018

What exactly are family offices? And why would you pursue them as opposed to a job at a normal PE shop or MF? What are the benefits, opportunities, work-life balance, responsibilities, and compensation?

Thank you for your response

    • 1
Jul 23, 2018

Bump. Please

    • 1
Oct 3, 2018

Hi everyone- just to note. I typically send out a sample Excel list of the family office database so people can review some of the names. I also include several real family offices with full contact information, so you can see the accuracy/details of the list. Please send me a pm or email address and Ill message you. Thanks again and look forward to helping everyone out!

Oct 3, 2018
EbitdaxREIT:

What exactly are family offices? And why would you pursue them as opposed to a job at a normal PE shop or MF? What are the benefits, opportunities, work-life balance, responsibilities, and compensation?

Family Offices are set up/created to manage a "families" wealth, lifestyle, investments, etc with professionals working to maintain all the matters (as opposed to outsourced third party firms). Everything from public investments, private investments or "alternatives", taxes, real estate, travel, philanthropy, and generational wealth planning are taken care of by the folks hired within the family office. Depending on the size of the family office setup, it can be more relaxed than a PE shop, however just as demanding if its more complex in its investments/holdings, pursuits of diversified opportunities. Compensation varies depending on assets managed, again this all depends on size.

Thank you for your response

    • 1
Oct 3, 2018

Hey MBA- are you still looking for a family office database list? Please let me know and happy to send over a list of family offices for you to check out! Thanks

Dec 20, 2018

Hi SundanceKid77, can you please share the list? thank you

Jan 29, 2019

Hi SundanceKid77! Would you be kind enough to send me the list you have by PM or email? Let me know! Regards

Mar 12, 2019

hi SundanceKid77, I'm interested in family office database list.
my email: gmail
username: Kyle.profitstores

Oct 4, 2018

Hey there, would you be kind enough to share to me the list of family offices please? It would be such a great help to my job.

Oct 3, 2018

Hi JPerez! Thanks for reaching out. PM was sent

Dec 20, 2018

Hi jperez, can you please share the list? thank you

Mar 12, 2019

Hi SundanceKid77, TNA, jperez, I'm also interested in family office database list. my email is gmail
username: Kyle.profitstores