Buy The Family Office Database

 

Version 4.0 of the Family Offices Database is now available! Our team has been constructing this new version for the database for the past several months; we are very excited to announce that it now includes AUM figures, an average of 3 contacts per family office listing, and more data on each family office than ever before.

Limitations: We are only selling 100 copies of Version 4.0 of the Family Offices Database to limit the number of fund managers, marketers, and consultants using it any one point in time. Right now we have 11 copies out of the 100 available for sale.

Family Office DatabaseDatabase Quality Guarantee: We offer a dual level quality assurance guarantee for our database. First, we provide each client with a free upgrade to the next version of our Family Offices Database. Second, we provide a 4x per-listing refund for any contact you find in our database that is not in fact a family office wealth management firm. For example, if 10% of the database is off or outdated, you receive 40% of your money back. This takes the risk of bad data off of you and puts it back on our team, where it should be.

Database Purchasing Process: If you are working with family offices and would like to use this resource, your next step to complete the form below, type in your contact details and credit card number to register for a Family Office Database Package. Our team will then email you the Excel spreadsheet database(s) within 1 business day.

4 Payment Submission Options

  1. Fax or Email Registration Form (Payment via credit card) Word .Doc Version | PDF Version
  2. Traditional Mail-in Registration Form (Payment via check) Word .Doct Version | PDF Version
  3. International Western Union & Paypal Payments accepted upon request
  4. Most Popular Option: Order Via Credit or Debit Card Online Below

Packages: We now offer two database packages beyond just the simple family office database, the Platinum and Gold packages. The additional databases we offer include High Net Worth Wealth Mangagement Firms, Institutional Investment Consulting Firms, Fund of Funds, and Endowment Funds. For each of these additional databases the firm's complete contact details including firm name, contact name, contact job title, contact email address, contact phone number, physical address, and website URL. Please see below for package details.

Family Office Database3 Family Office Database Packages To Choose From:

Platinum Package: 5 Database Combination Discount Package $1,970 ($4,200 Value)

  • 636 Family Office Firm Listings with full contact details
  • 760 High Net Worth Wealth Management Listings with full contact details
  • 265 Institutional Investment Consultant Listings with full contact details
  • 924 Endowment Firm Listings with full contact details
  • 405 Fund of Fund Listings with full contact details
  • + 4 free updates to the database in 6, 12, 18, and 24 months from your purchase
  • + 2 Free tuition waivers to either the Certified Hedge Fund Professional (CHP) or Certified Private Equity Professional (CPEP) program for two members of your team ($1,800 Value)
  • The individual database components alone sell for $4,200 separately but together in this package they cost $1,970

 

Gold Package: 2 Database Combination Discount Package $1,695 ($2,000 Value)

  • 636 Family Office Firm Listings with full contact details
  • 760 High Net Worth Wealth Management Listings with full contact details
  • + A free update to the database in 6 months
  • Access Price: Separately these two databases cost $1,900 but together in this package they cost $1,695

 

Silver Package: Family Offices Database $850

  • 636 Family Office Firm Listings with full contact details
  • + A free update to the database in 6 months
  • Access Price: $850

 

Additional Payment Submission Options: If you are having trouble using this online payment form feel free to use our Fax Registration Credit Card Form or our Mail-In Check Payment form instead.

5 Free Bonuses Worth $2,400

Bonus #1: Ongoing Database Updates: Each Silver & Gold Package client will receive the next update to the family office database for free (a $199 value). Platinum clients receive 4 free updates at no cost (a $796 value). Each update is released roughly 6 months from the past dates; clients will receive their free updates accordingly. If you are a past client you may start a $199 every 6 months subscription for updates to their database every 6 months by clicking here. This subscription may be canceled at any time for any reason.

Bonus #2: Online Family Office Seminar - How to Work With & Raise Capital From Family Offices: Our team is hosting a webinar in September on specifics of how to work with family offices. We will also be sharing best practices, capital raising tips, and strategies for developing relationships within this niche. Limited space is available for this online training seminar, and access is $300. Family Offices Database clients will have free access to the live or recorded version of this training session.

Bonus #3: Recorded Conference Speech on Investment Marketing Best Practices: Clients of our database product also receive access to a 47 minute video presentation on "Fund Marketing Best Practices" which was recorded at a conference in Boca Raton, FL which attendees paid $1,595 to attend.

Bonus #4: Training & Certification Programs: 50% off tuition for all Silver & Gold package clients to either the Certified Hedge Fund Professional (CHP) or Certified Private Equity Professional (CPEP) programs. Note: Platinum clients get free tuition waivers for two members of their team. ($500 Value)

Bonus #5: Hedge Fund Premium: For those clients who would benefit from the membership we are now giving away one 12 months free access to HedgeFundPremium.com for anyone who purchases this database ($324 value). Hedge Fund Premium is a video-based hedge fund training platform run by the Hedge Fund Group.

Family Office Directory Risk FreeRisk Free Family Office Database Purchase: We offer a dual level quality assurance agreement for our database. First, we provide each client with a free upgrade to the next version of our Family Offices Database. Second, we also provide a per-contact refund for any contact you find within our database which is not in fact a family office wealth management firm. If 10% of the database is off or outdated for some reason you get 40% of your money back. The last update to this database was on 9.1.10.

Quotes & Testimonials from Past Clients

 

As an alternative investment fundraising professional, I’ve looked at many family office contact databases that were not much more than data dumps captured from a website or another source. The Family Office Database is the first product that I’ve seen that is truly researched, detailed and quite accurate. It is clear that the team has spent many hours identifying and verifying family office contact information for this product. I recommend it”.

Jim Rowe Rowe Capital Partners, LLC

Member FINRA, SIPC

"We have successfully setup several conference calls and meetings with great firms by using your database of family offices, thank you for the help and keep us updated on future releases."

"I purchased the Family Office Database recently and have been using it extensively for the past month. What a fantastic resource you've developed. Kudos to all who compiled this information."

- Managing Director, Lexington Capital Group

"I just checked the few family offices that I already knew and they are included in your database with full contact details, thank you for sending it over."