Family Offices List

Patrick Curtis

Reviewed by

Patrick Curtis WSO Editorial Board

Expertise: Investment Banking | Private Equity

1,133 Firms / 2,722 Emails / 2,285 LinkedIn Profile URLs and Growing Fast

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.

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 url is provided for most of the contacts. There are no phone numbers in the list at this time.

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. ($295/yr - this is the cheapest it will ever be and a joke if you look at how much similar sized lists cost. We expect the price to jump quickly as the list grows). With the scale of the WSO community, we plan to have the cleanest and most accurate list on the market

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

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!

Get Access - click here

- Patrick

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 (77)

Jul 27, 2010

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

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

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?

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Jul 28, 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..

Dec 19, 2017

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

Jun 27, 2017

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

Apr 15, 2018

bump

Jun 21, 2018

I am interested in your family office list.

Jul 21, 2018

bump

Big bodacious goals will get us to another galaxy.

Jul 25, 2018
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