Frequently Asked Questions

You receive an instantly downloadable CSV file containing 36,000+ verified family office decision-maker contacts with complete information: names, direct phone numbers, personal email addresses, office addresses, AUM ranges, and investment preferences. Each office includes 3-5 key decision makers (CIO, Managing Partner, Investment Director). The file is compatible with any CRM or spreadsheet program, ready to use immediately after purchase.

Our data maintains high accuracy through monthly verification of every contact via phone and email validation. We update the master list regularly as family offices form, personnel change, or investment mandates shift.

Private equity funds, hedge funds, and real estate developers use our lists to reach family offices worldwide. Investment banks source co-investment opportunities, wealth managers find ultra-high-net-worth clients, and non-profits connect with philanthropic families.

Instantly. After purchase, you receive an immediate download link for the CSV file—no waiting, no approval process. Import directly into Salesforce, HubSpot, Excel, or any CRM within minutes so your team can begin reviewing and organizing outreach the same day.

Results vary by offer, audience, and outreach quality. The main value is reducing research time and giving your team cleaner contact data, investment context, and better targeting before outreach begins.

Yes, we offer targeted lists by region (North America, Europe, Asia-Pacific, Middle East), investment focus (real estate, private equity, venture capital), and size (Single Family Offices, Multi-Family Offices). Custom filtered lists are available for specific criteria like minimum AUM, sector preference, or geographic focus.

Absolutely. Download our free sample containing verified family office contacts to review the structure, fields, and data quality before purchasing. The sample includes contact details so you can verify accuracy yourself.

We attend family office conferences, maintain regulatory database partnerships, and work with researchers across multiple countries. Our process combines relationship-led research, private registrations, regulatory filings, and wealth transfer documents many databases miss entirely.

Standard CSV format compatible with Excel, Google Sheets, and every major CRM (Salesforce, HubSpot, Pipedrive, etc.). Clean, organized columns include: Company Name, Contact Name, Title, Email, Direct Phone, Office Address, AUM Range, Investment Focus, and Recent Activity. No formatting issues, duplicates removed, ready for immediate import and use.

Yes, every purchase includes free quarterly updates for one year—you’ll receive the refreshed CSV file with new family offices, updated contacts, and verified information. Lifetime update packages available at 50% off for repeat customers. Report any bounced emails or wrong numbers for immediate replacement contacts at no charge.

You choose how to work with the data: buy a country database outright as an export-ready file, or subscribe to our own research platform for the always-current database with search, full profiles and shared team lists. No lock-in either way — every list and every platform export is a CRM-ready file that's yours to keep.

Completely confidential. We never share customer information or purchase history with anyone, including family offices or third parties. Your download is delivered through secure channels.