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FAMILY OFFICE CONTACT DETAILS:
AVAILABLE INSTANTLY IN EXCEL;
CONSTANTLY UPDATED;
QUALITY, GUARANTEED DATA.
OVERVIEW OF THE FAMILY OFFICES
DATABASE

The Family Office Database is an electronic directory of 1,089 family office contacts. The
database includes listings for both single and multi-family offices based within and outside
the United States.
When available, data included with each Family Offices Database listing:









Name of Family Office
AUM
An Average of 3 Contacts Per Listing
Primary Email Address + Secondary Email Address
Phone Number & Fax Number
Full Physical Address Sorted by Country, City, State, Zip Code
Over 56,000 total cells of data
Website URL of the Family Office

Our team has spent over 850 hours collecting the contact details of these family offices and
building this 56,000+ cell deep hand-built resource.
DATABASE OWNERSHIP BENEFITS

 Gain access to full updated contact details on over 1,080 family offices
 Work more efficiently, raise capital faster than you otherwise could
 Expand your press release or newsletter reach
 Schedule more conference calls and on-site visits with prospects
 Become more efficient at accessing the $1T+ in asset managed by the contacts within






our database
Update your old in-house database or directory of family offices
Take advantage of the 850+ hours our team has invested in building the Family
Offices Database to leverage your firm's time and efforts
Complete more road shows
Enable your team to follow up with leads from industry conferences and meetings
Reach concentrated pools of HNW and Ultra High Net Worth Investors
DATABASE METHODOLOGY & APPLICATIONS

Since 2007, the Family Offices Database team has invested more than 850 hours in
building the Family Offices Database Solution. Our research team is made up of
professionals in England, Brazil and the United States. Our mission is to deliver a
deep database of family office industry contacts with assurance that the
information is up to date and has been recently gathered by email, phone or the
web. As a result our database is now of institutional quality and contains over 1,080
listings.
Possible Uses for the Family Office Database Solution:






Wider Distribution for Press releases & Performance Updates
Networking Event or Conference Announcements
Market research & Follow Up | Raise Capital From Family Offices
Road shows & Third Party Marketing Activities
Recruiting or Career Search Assistance
STATISTICS ON THE DATABASE SOLUTION

Due to dozens of requests, we now provide statistics on our Family Offices Database Solution.
These may be used to verify that this product will be a useful tool for your firm or career. As
of December 15th, 2013 the Family Offices Database contains:
1,080 unique family office entries with contact details

Global Breakdown

(# of offices):

More than 50% of which have AUM of $1B+

 Europe 49.12%

Over 3,375 rows of data, each one an individual contact

 USA 35.76%

Estimated average AUM is $800M

 Asia 3.23%

Minimum AUM of clients is $20M

 Canada 2.95%

Estimated total AUM is over $1T in AUM

 Australia 2.95%
 Middle East 2.76%
 South America 2.40%
 Caribbean 0.55%
 Africa 0.28%
GLOBAL BREAKDOWN – BY
COUNTRY/REGION
EUROPEAN BREAKDOWN – BY COUNTRY
U.S. – EASTERN HALF – BREAKDOWN
BY STATE
U.S. – WESTERN HALF – BREAKDOWN
BY STATE
COMPETITIVE ANALYSIS
As you may have found online already, we
are the only organization which provides a
constantly updated and focused database of
family offices.
Our family office database was built and is
maintained by the Family Offices Group, the
largest networking association in the
industry with over 12,000 members. We
offer an industry leading 4X pro-rated refund
policy and we update our database at least
twice each year.
There are some competitors that do offer
family office databases and we have recently
improved our offering to provide more value
to each of our clients than these competitors.
Please see the chart to the right for this
comparison.
3 DATABASE PACKAGE OPTIONS
Platinum Package (9 Databases): The Platinum Package: 9 Database & Training Discount
Package: $4,250
Includes: Family Offices Directory with 1,089 Family Offices & 3,378 contacts, High Net Worth
Wealth Management Directory with 725 firms listed, Private Bank Directory with 1,000 private
bank executive from over 200 of the top private banks globally, Institutional Investment
Consultant Directory with 225 consultant listings, Investment Bank Directory that includes over
200 investment banks and 1,000 contacts, Endowment Fund Directory with over 2,000
endowment fund contacts, Fund of Fund Directory with 350 listings, Pension Fund Directory with
over 1,000 global pension fund contacts, and Merchant Bank Directory with 205 merchant banks
and 1,000 global executives.
 The Gold Package: 5 Database Combination Discount Package: $3,800
Includes: Family Offices Directory with 1,089 Family Offices & 3,378 contacts, High Net Worth
Wealth Management Directory with 725 firms, Private Bank Directory with 1,000 private bank
executive from over 200 of the top private banks globally, and Investment Bank & Merchant Bank
Directories with over 2,020 contacts from 405 top investment and merchant banks
 The Silver Package: The Family Offices Database alone (1,089 offices) may be obtained for
$2,750.
To see read more about the bonuses included in each package, and to purchase the
Family Offices Database simply complete our order form here:
http://FamilyOffices.com/Buy.html
PURCHASING THE FAMILY OFFICES
DATABASE

Limitations: Our team will only sell a limited 100 copies of each database version
released. Please see the thermometer on our website to check on how many copies
of the current version are still available.
Free Sample: Visit FamilyOffices.com to download a sample of our database listings,
review Frequently Asked Questions, register for Family Offices Database Email
Alerts, or buy a copy of the database.
To Purchase the Database: Please use our online purchase form found here: . You can
also contact us at 212-729-5067, or via email Team@FamilyOffices.com to complete
your purchase of one of the packages on the previous slide.
THANK YOU

FamilyOffices.com
The Family Offices Group
The Family Offices Database
3300 NW 185th Ave.
Suite #108
Portland, OR 97229
P: 1-212-729-5067
F: 1-480-772-4041
http://familyofficesgroup.com

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Family Office Database

  • 1. FAMILY OFFICE CONTACT DETAILS: AVAILABLE INSTANTLY IN EXCEL; CONSTANTLY UPDATED; QUALITY, GUARANTEED DATA.
  • 2. OVERVIEW OF THE FAMILY OFFICES DATABASE The Family Office Database is an electronic directory of 1,089 family office contacts. The database includes listings for both single and multi-family offices based within and outside the United States. When available, data included with each Family Offices Database listing:         Name of Family Office AUM An Average of 3 Contacts Per Listing Primary Email Address + Secondary Email Address Phone Number & Fax Number Full Physical Address Sorted by Country, City, State, Zip Code Over 56,000 total cells of data Website URL of the Family Office Our team has spent over 850 hours collecting the contact details of these family offices and building this 56,000+ cell deep hand-built resource.
  • 3. DATABASE OWNERSHIP BENEFITS  Gain access to full updated contact details on over 1,080 family offices  Work more efficiently, raise capital faster than you otherwise could  Expand your press release or newsletter reach  Schedule more conference calls and on-site visits with prospects  Become more efficient at accessing the $1T+ in asset managed by the contacts within      our database Update your old in-house database or directory of family offices Take advantage of the 850+ hours our team has invested in building the Family Offices Database to leverage your firm's time and efforts Complete more road shows Enable your team to follow up with leads from industry conferences and meetings Reach concentrated pools of HNW and Ultra High Net Worth Investors
  • 4. DATABASE METHODOLOGY & APPLICATIONS Since 2007, the Family Offices Database team has invested more than 850 hours in building the Family Offices Database Solution. Our research team is made up of professionals in England, Brazil and the United States. Our mission is to deliver a deep database of family office industry contacts with assurance that the information is up to date and has been recently gathered by email, phone or the web. As a result our database is now of institutional quality and contains over 1,080 listings. Possible Uses for the Family Office Database Solution:      Wider Distribution for Press releases & Performance Updates Networking Event or Conference Announcements Market research & Follow Up | Raise Capital From Family Offices Road shows & Third Party Marketing Activities Recruiting or Career Search Assistance
  • 5. STATISTICS ON THE DATABASE SOLUTION Due to dozens of requests, we now provide statistics on our Family Offices Database Solution. These may be used to verify that this product will be a useful tool for your firm or career. As of December 15th, 2013 the Family Offices Database contains: 1,080 unique family office entries with contact details Global Breakdown (# of offices): More than 50% of which have AUM of $1B+  Europe 49.12% Over 3,375 rows of data, each one an individual contact  USA 35.76% Estimated average AUM is $800M  Asia 3.23% Minimum AUM of clients is $20M  Canada 2.95% Estimated total AUM is over $1T in AUM  Australia 2.95%  Middle East 2.76%  South America 2.40%  Caribbean 0.55%  Africa 0.28%
  • 6. GLOBAL BREAKDOWN – BY COUNTRY/REGION
  • 8. U.S. – EASTERN HALF – BREAKDOWN BY STATE
  • 9. U.S. – WESTERN HALF – BREAKDOWN BY STATE
  • 10. COMPETITIVE ANALYSIS As you may have found online already, we are the only organization which provides a constantly updated and focused database of family offices. Our family office database was built and is maintained by the Family Offices Group, the largest networking association in the industry with over 12,000 members. We offer an industry leading 4X pro-rated refund policy and we update our database at least twice each year. There are some competitors that do offer family office databases and we have recently improved our offering to provide more value to each of our clients than these competitors. Please see the chart to the right for this comparison.
  • 11. 3 DATABASE PACKAGE OPTIONS Platinum Package (9 Databases): The Platinum Package: 9 Database & Training Discount Package: $4,250 Includes: Family Offices Directory with 1,089 Family Offices & 3,378 contacts, High Net Worth Wealth Management Directory with 725 firms listed, Private Bank Directory with 1,000 private bank executive from over 200 of the top private banks globally, Institutional Investment Consultant Directory with 225 consultant listings, Investment Bank Directory that includes over 200 investment banks and 1,000 contacts, Endowment Fund Directory with over 2,000 endowment fund contacts, Fund of Fund Directory with 350 listings, Pension Fund Directory with over 1,000 global pension fund contacts, and Merchant Bank Directory with 205 merchant banks and 1,000 global executives.  The Gold Package: 5 Database Combination Discount Package: $3,800 Includes: Family Offices Directory with 1,089 Family Offices & 3,378 contacts, High Net Worth Wealth Management Directory with 725 firms, Private Bank Directory with 1,000 private bank executive from over 200 of the top private banks globally, and Investment Bank & Merchant Bank Directories with over 2,020 contacts from 405 top investment and merchant banks  The Silver Package: The Family Offices Database alone (1,089 offices) may be obtained for $2,750. To see read more about the bonuses included in each package, and to purchase the Family Offices Database simply complete our order form here: http://FamilyOffices.com/Buy.html
  • 12. PURCHASING THE FAMILY OFFICES DATABASE Limitations: Our team will only sell a limited 100 copies of each database version released. Please see the thermometer on our website to check on how many copies of the current version are still available. Free Sample: Visit FamilyOffices.com to download a sample of our database listings, review Frequently Asked Questions, register for Family Offices Database Email Alerts, or buy a copy of the database. To Purchase the Database: Please use our online purchase form found here: . You can also contact us at 212-729-5067, or via email Team@FamilyOffices.com to complete your purchase of one of the packages on the previous slide.
  • 13. THANK YOU FamilyOffices.com The Family Offices Group The Family Offices Database 3300 NW 185th Ave. Suite #108 Portland, OR 97229 P: 1-212-729-5067 F: 1-480-772-4041 http://familyofficesgroup.com