800+ Financial Services Family Offices in the World [2026]
Global · updated quarterly
800+ Financial Services Family Offices in the World [2026]
Every qualifying office worldwide, verified and ranked by size: named decision-makers with direct emails, phone numbers, AUM bands and investment focus.
Contact-level fields (direct email, phone, LinkedIn) are included in the full dataset.
Featured offices
A few of the offices in the directory
SBP Management
New York · MFO · >5B
SBP Management is a multi-family office based in New York, United States, founded in 2011. With over $5 billion in assets, it invests in private equity, hedge funds, private credit, public equities, venture capital, real estate, and crypto, targeting sectors such as healthcare, technology, financial services, consumer, industrials, and materials through co-investments and direct deals.
Gerval Investimentos Ltda is the single family office of the Gerdau family, founded in 1973 and based in Porto Alegre, Brazil. The firm invests across fund of funds, real assets, and private equity, with a focus on financial services and technology, and its wealth stems from the industrial sector.
IPGL is a single family office headquartered in London, United Kingdom, which manages the wealth of British entrepreneur Michael Spencer. With assets exceeding $5 billion, the office makes direct investments across venture capital, private equity, and fund-of-funds vehicles, concentrating on the technology and fintech industries.
Royal Group LLC is a single family office based in Abu Dhabi, United Arab Emirates, founded in 1990. It manages investments for the Al Nahyan family, with a portfolio spanning real estate, construction, manufacturing, finance, trade, and robotics. The family's wealth originates from a diversified conglomerate of over 60 companies, and the office pursues direct and co-investment opportunities.
Brainvest Wealth Management is a multi-family office headquartered in São Paulo, Brazil, established in 2003. With over $5 billion in assets under management, it makes direct investments, with a particular focus on the financial services industry. The firm has a global reach, operating from offices in the United States and Europe.
Bezos Expeditions is a single family office based in Mercer Island, Washington, managing the personal investments of Amazon founder Jeff Bezos. The firm makes direct venture capital and private equity investments, targeting companies in the technology, healthcare, financial services, and media/telecom sectors.
This list contains all 835 financial services family offices worldwide from our verified dataset, ranked from largest to smallest and carrying 4,324 named decision-maker contacts. It spans both structures: 354 multi-family and 466 single-family offices. Coverage is led by United States (35% of the list), followed by United Kingdom and United Arab Emirates.
Sector exposure is broadest in Financial Services, Technology and Healthcare. The largest offices by assets include SBP Management, Gerval Investimentos Ltda and IPGL.
92% of the offices on this list carry a direct channel: a firm email, phone or contact form, or a named decision-maker's email or LinkedIn. Field-level coverage is shown transparently on this page, and the dataset refreshes quarterly. A purchase includes 12 months of updates.
Who buys this
Built for the teams reaching family-office capital
Fund GPs
Raising a fund
Identify the offices that allocate to your asset class and stage, without burning weeks of associate time on LinkedIn.
Decision-makers with titles, filtered by AUM band and office type
Wealth managers
Mapping the competitor set
See which offices are single- vs multi-family, their AUM band and their sector focus. Stop guessing who does what.
Every office profiled by location, AUM band and structure
Service providers
Selling to family offices
Reach named people at the office, with titles and LinkedIn where available, instead of a generic firm inbox.
Named decision-makers with titles and LinkedIn where verified
Coverage
Where the 835 offices sit: by country and sector
By country
United States
292 offices
35%
United Kingdom
54 offices
6%
United Arab Emirates
50 offices
6%
Switzerland
49 offices
6%
Singapore
47 offices
6%
Canada
30 offices
4%
By office type
Single-family
466 offices
56%
Multi-family
354 offices
42%
Family Foundation
15 offices
2%
Sector exposure
Financial Services100%
Technology53%
Healthcare33%
Real Estate33%
Consumer27%
Industrials20%
Energy19%
Media Telecom19%
Share of the 835 offices carrying classified sector data. Many allocate across several sectors.
Data completeness
Exactly what's filled in, field by field
Coverage varies by office. This is the real fill rate for every field in the dataset, measured across all 835 offices, so you know what you're getting before you buy.
The download: a six-sheet Excel workbook — Summary · Offices (58 columns) · Contacts · Deals · CRM import — plus the same tables as CSV. Sample rows · all 58 columns
95% (791 of 835) are reachable via a website or a direct channel. 92% (772) have a direct channel — a firm email, phone or contact form, or a named decision-maker's direct email or LinkedIn.
Per office · 835 offices
Identity & location
Company name100% · 835/835
Office type100% · 835/835
Description100% · 832/835
HQ city85% · 713/835
Firm profile
Sector focus100% · 835/835
AUM band89% · 741/835
Asset-class focus76% · 634/835
Year founded74% · 617/835
Geographic focus47% · 394/835
Contact & reachability
Website94% · 785/835
Company LinkedIn68% · 569/835
Firm email58% · 484/835
Phone51% · 422/835
Contact form37% · 313/835
Per named contact · 4,324 people
Person
Name100% · 4324/4324
Decision-maker flag99% · 4270/4324
Job title98% · 4232/4324
Reach
Direct email61% · 2645/4324
LinkedIn20% · 854/4324
Emails and LinkedIn are provided where verified, not fabricated to hit a number.
How we built it
Compiled from public sources, reviewed before release
Each office is assembled from company sites, filings and public records, then reviewed and classified. The same dataset powers our research platform, where records update continuously. Field coverage is shown transparently above. Nothing is fabricated to fill a column.
Sources
Company sites, registries and public web sources, consolidated per office.
Inclusion
Entities operating as a single- or multi-family office in Global.
Classification
Office type, AUM band and sector focus assigned where the evidence supports it.
Refresh
Reviewed and refreshed quarterly; each release supersedes the last.
License
One purchase. Twelve months of refreshes.
Every number on this page is measured from the file you download.
Complete database access
800+ Financial Services Family Offices in the World [2026] · Single seat
Ranked by disclosed AUM band, then by named-contact depth: the same ranking the per-country pages use. Offices without a disclosed AUM band rank below those with one. The file is sorted by that ranking and contains all 835 qualifying financial services family offices worldwide in our dataset, not a sample. The 800+ in the title is the minimum we guarantee across refreshes.
An Excel workbook (Overview, Offices and Contacts sheets) plus a flat CSV, delivered as an instant download after checkout and ready to import into your CRM.
Every record reflects the latest quarterly review; the exact data vintage is shown at the top of this page. For 12 months after purchase, each new release is included at no extra cost. List membership can shift between releases as office data changes.
Family offices rarely advertise themselves. Assembling 835 verified financial services family offices worldwide with 4,324 named decision-maker contacts from public sources takes a research team weeks. This file is that research already done, sold as a one-time purchase rather than an annual platform contract.
Yes. 678 of the 835 offices (81%) include at least one usable email address: a firm or department inbox, a named decision-maker's direct email in the Contacts sheet, or both. Filter to those rows and you have a targeted email list. The difference from a plain email list is the research around it: every row carries the profile columns to qualify a firm before you write to it.
One purchase covers internal business use within your organization: import it into your CRM and use it for outreach, research and analysis. Reselling, republishing or passing the data outside your organization is not allowed; the full license terms are on our Terms of Service page.
Yes. Checkout issues a tax invoice together with your receipt, and you can add your company name and VAT or tax ID during checkout so the invoice is made out to your business.
Data downloads are final sale once delivered, which is standard for digital B2B data. To judge quality before buying, review the sample rows and the field-by-field completeness table on this page, or request the free sample from the site. Broken or incomplete downloads are fixed promptly, and if a delivery differs from what the page advertises we review it individually.
Search, filter and track every office — the same data this file is exported from, updated continuously. Need ongoing access instead of a one-time download?