Custom family office directories
A family office directory that fits your search.
Text us the geography, office type, sector and approximate volume you need. A directory specialist will scope the directory with you and reply with the details.
Text (305) 333-1155 or email us at Clients@InvestorClub.com
- Region
- California, New York, Florida and Texas
- Office type
- Single family offices
- Sector
- Healthcare and life sciences
- Approximate volume
- 250 to 1,000 records
- Timeline
- Within a month
- Budget band
- Optional
How it works
Three steps from search to quote
Describe the search
Give us the region, office type, sector, approximate volume and timeline. Add any constraints, such as offices you already know.
Review the scope with us
A directory specialist reads your request and may ask follow-up questions about coverage, fields or format.
Receive a quote to consider
The quote sets out the scope, the fields it covers and the price. You decide whether to go ahead.
Submitting a request does not create an obligation to buy. Read how the process works
What to include
Six details that make a request easy to scope
- RegionA country, a group of countries, or several regions at once.
- Family office typeSingle family offices, multi-family offices, virtual offices, or a mix.
- SectorThe stated focus you care about, such as real estate or healthcare. Any is fine too.
- Approximate number of recordsA range is enough. It helps us size the scope.
- TimelineWhen you need the directory, or that you are still researching.
- Budget bandOptional. It helps us suggest a scope that fits.
Who this serves
Built for teams that research family offices
Fundraising teams
Build a target list for a fund or a direct deal, filtered by region and stated focus.
Investor relations teams
Map family offices in the markets where you already report, meet or plan to travel.
Service providers
Identify offices that may need legal, tax, technology or advisory services in your area.
Researchers
Study how family offices are distributed by type, location and stated investment focus.
A directory is research material. It does not guarantee a reply, a meeting or an investment.
Directory details
Fields and coverage vary by scope
Each directory is built for the request in front of us, so the fields and the number of records depend on what you ask for. Some records include more detail than others. The quote states which fields your scope covers.
See possible fields View a sample record Browse directory types
- Firm nameThe name the office uses publicly.
- LocationCity and country, when known.
- Office typeSingle, multi or virtual family office, when stated.
- Stated focusSectors or asset classes the office says it invests in.
- Public websiteWhen the office has one.
Useful resources
Plan your search before you reach out
How to find family offices
Define a search by geography, office type, stated focus and public sources.
Read moreHow to vet family offices
Review public information, check dates and record what you still do not know.
Read moreHow to approach family offices
Write a short, relevant first message and follow up with restraint.
Read moreBuyer's guide
Decide on coverage, fields, updates, format, support and budget before you compare.
Read moreEmail templates
A first email and a follow-up you can edit for your own facts.
Read moreComparison questions
Questions to ask any directory vendor, including us.
Read moreAbout the team
Run by people who have worked with family offices since 2007
FamilyOfficeDirectories.com is run by the team behind Family Office Club, which has hosted more than 340 events for family offices and investors since 2007. That work is where our understanding of how family offices describe themselves comes from.
Questions
Common questions
Do I need an exact record count?
Can I ask for one country or one office type?
What happens after I submit a request?
Text us what you are looking for
Tell us the region, office type, sector and rough number of records you need. A directory specialist will reply by text or email.
Prefer email?
Write to Clients@InvestorClub.com with what you need and when you need it.
We use your details only to reply. See our privacy policy.