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This is a database of UHNW Single Family Offices with 1,138 Family Offices and 1,922 contacts. Family offices are private wealth management advisory firms that serve ultra-high-net-worth (UHNW) investors. They are different from traditional wealth management shops in that they offer a total outsourced solution to managing the financial and investment side of an affluent individual or family. For example, many family offices offer budgeting, insurance, charitable giving, family-owned businesses, wealth transfer, and tax services while investing in private firms.
What countries are included in this database?
Below you will see a breakdown of the databases of what is included in our directory.
| No office was included that did not have at least an email or phone number. | ||
| Columns | Number | Percentage |
| Firms w/ AUM Present: | 284 | 20.96% |
| Firms w/ Website Available: | 1,025 | 75.65% |
| Firms w Investment Preferences Present: | 1,179 | 87.01% |
| Contacts w/ Email Address: | 2,142 | 91.58% |
| Contacts w/Phone Number: | 1,890 | 80.80% |
| Contacts w/ LinkedIn Profile | 2,160 | 92.35% |
| Total Number of Contacts: | 2,339 | 100% |
| Total Number of Email Addresses: | 3,725 | 100% |
| Total Number of Firms: | 1,335 | 100% |
| Cells: | 44,629 | 100% |
| What’s Included? | ||
| # of Firms | ||
| Firm Name | ||
| Contact First Name | ||
| Contact Last Name | ||
| Contact Title/Position | ||
| Phone Number | ||
| Fax Number | ||
| Personal Email Address | ||
| Company Email Address | ||
| Company Street Address | ||
| City | ||
| State/ Province | ||
| Postal/Zip Code | ||
| Country | ||
| Region | ||
| LinkedIn Profile | ||
| Company’s Areas of Investments/Interest | ||
| Year Founded | ||
| AUM | ||
| Secondary Email | ||
| Additional Company/Contact Information | ||
| Website | ||
| About Company | ||
| MF/SF | ||
| New Office | ||
Additional information
| DB | |
|---|---|
| Version | |
| DBID |
