What differentiates your lists from your competitors?
We offer the most robust, up-to-date and affordable family office database. Our core focus is on providing the highest quality data for our customers while simultaneously offering value to the Family Offices network who desire well-suited deal flow. Customers benefit from the direct outreach efforts our team has conducted for over 25 years and gain access to the wide network of decision-makers within the Family Office sector. Family Office Access is built specifically for the Family Office space. Our strength lies not only in the breadth of our database, but in the quality, context, and ongoing maintenance behind it.
We help clients identify well-aligned Family Offices through verified contact information, investment context, and practical segmentation tools. Just as importantly, we serve as a strategic partner in helping clients understand how the Family Office ecosystem works, how to approach it with the right mindset, and how to build trust over time.
Through our educational programming, community access, strategic guidance, and advisory support around events and partnerships, we help clients move beyond lists and toward meaningful relationship-building. This includes opportunities for preferred partner pricing, access to curated programming, strategic introductions when appropriate, and support in building a network that is both relevant and credible.
We are intentional about staying focused on what we do best rather than layering on unrelated services or unnecessary upsells. Many clients begin with a package that fits their immediate needs and expand over time as their strategy becomes more defined.
Do you guarantee the quality?
Quality and retention are extremely important to us, so we invest meaningful time into maintaining the data.
If a client finds information that appears inaccurate or outdated, we work to update it. If the information cannot be corrected in a timely manner, we provide a per-contact refund. We want the platform to be useful, credible, and worth renewing.
How often is the data updated?
The database is maintained on an ongoing basis through daily research, direct outreach efforts, and API integrations with third-party data sources that refresh key information such as media mentions and past investments on a daily basis.
Because Family Offices are private and often change quietly, this requires continuous attention rather than periodic refreshes. We have also integrated technology that helps validate the accuracy and deliverability of email addresses and phone numbers. If something is found to be problematic, it is removed from the database as part of our daily maintenance process.
Subscribers benefit from live updates throughout their subscription term, and each profile includes timestamps so users can see when information was last updated. We have also built in a way for members to flag anything that appears inaccurate, allowing our research team to step in quickly and provide seamless support. Annual members also have the added benefit of submitting dedicated research requests.
What is the best practice for outreach?
The best outreach is thoughtful, targeted, and personal.
We encourage clients to use a “show me you know me” approach, where the message clearly reflects why that Family Office is being contacted specifically. Broad outreach tends to underperform. Relevance, alignment, and personalization matter far more.
We also recommend engaging across multiple touchpoints where appropriate, including email, LinkedIn, and thoughtful follow-up over time. We teach successful strategies in our monthly member workshops.
What information is provided in the lists?
Family offices can be very secretive, and therefore, full information is not always available. While many profiles are complete, not all the details below are fully populated. With ever-changing markets, some Family Offices don’t want to get pigeonholed for only investing in certain areas and prefer to remain agnostic and open to emerging opportunities. It is our goal with the development of our platform to engage the Family Offices within our network to better understand their investment objectives. With these valuable details, we can better connect clients to well-suited Family Office investors and partners.
The contacts within our lists are classified and include the following:
- Name of Family Office
- 1-3 High-Level Contacts Listed per Firm with Titles
- Direct Phone & Email
- Website
- Address: Country, City, State, & Zip
- Company Description
- AUM
- Deal Structure Preference
- Typical Deal Size
- Industry Sector
- Desired Geography
- Past Investments tracking back 6 years in direct investments, funds and aquisitions
- Live news media feed
What format is the data provided in, and can it be exported?
Platform subscribers can log in anytime and build targeted lists directly within the platform.
Data can be exported into Excel (.xlsx) for annual clients who want to sort, filter, or append it for their own outreach and CRM workflows.
Do Family Offices know they are in the database?
In many cases, yes. Our team has spent years engaging directly with Family Offices, and much of the data is built through a combination of direct outreach, ongoing research, and publicly available information.
In all our years of operation, if a Family Office has asked to be removed, we have always honored that request. At the same time, far more Family Offices have chosen to become members, create profiles, or build direct relationships with us, reflecting the trust and credibility we have established over time.
That said, Family Offices are highly private, so not every firm actively participates in the way a public company might. Our role is to responsibly maintain relevant business intelligence that helps clients pursue more thoughtful and well-suited outreach.
Do you provide refunds if we don’t raise capital?
No. We do not guarantee a capital raise, and we do not provide refunds based on fundraising outcomes.
What we do provide is the data, targeting tools, and practical guidance to help clients approach the market in a more informed and strategic way.
Can I update my account contact info?
Yes, you can login to your account and update your information, such as your email address and password under profile settings and update billing details and plan subscriptions under account details.
What are Family Offices, and where can I learn about them in major cities?
Family Offices are private wealth management companies that serve ultra-high-net-worth individuals, offering services like investment management, estate planning, and philanthropy. If you’re interested in learning more about Family Offices in specific regions, explore these resources: