Multi-family office directory

Firms that serve several families, often as registered advisers with formal research processes.

Scope

Multi-family offices advise or manage money for several families. Many run formal due diligence and allocate to outside managers on behalf of their clients.

Every directory here is built to a request. The record count, fields and format are set in the quote, so there is no fixed list and no checkout.

Who may find it relevant

Fund managers seeking allocations through a research team
Product and platform providers selling to advisory firms
Researchers comparing advisory models by region

A listing does not mean an investor wants to hear from you. This directory is research material. It does not include an introduction.

Possible fields

Records may include firm name, location, the type of investor or office when stated, stated focus and public website. Coverage varies by record. Some records include more, and some fewer. See field definitions.

Questions to answer in your request

Is a minimum firm size important to you?
Do you want bank-owned offices, independent firms, or both?
Should the scope cover one country or several?

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.

Text (305) 333-1155 Email Clients@InvestorClub.com

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Write to Clients@InvestorClub.com with what you need and when you need it.

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