Database of family offices: fields, format and updates

Fields

Possible fields include firm name, location, office type when stated, stated focus and public website. Not every record has every field. See possible fields for definitions.

Format

The delivery format is agreed in the quote. Tell us which system you plan to use, such as a spreadsheet or a CRM, so the columns suit it.

Source dates

Family office information changes. Staff move, offices merge and mandates shift. Ask in your request how source dates are recorded for your scope, and check them when you review the result.

Corrections

If a record looks wrong, report it through Support with the firm name and the change. Offices that want their own information corrected can use the same route.