Premium Family Office Intelligence

Access verified family office intelligence across major regions

Connect directly with 6,200+ verified family offices. Our proprietary database combines contact data, investment preferences, and relationship context for more targeted outreach.

Verified contact and mandate data refreshed through recurring research checks.
Access to 4-7 decision makers per office where available, including emails, direct dials, and investment mandates.
Advanced filtering by AUM, wealth origin, asset preferences, geographic focus, and 50+ proprietary data points.

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Family office data fields and contact records

Stay ahead with family office intelligence

Gain a competitive edge with verified contacts, investment mandates, and allocation preferences updated monthly across thousands of single and multi-family offices worldwide.

Uncover hidden investment mandates

Access AllFamilyOffices intelligence built for hard-to-reach mandates. Our embedded relationships reveal private allocation strategies, upcoming liquidity events, and generational wealth transfers months before they’re public. Connect when families are actually deploying capital.

Mandate and allocation research workspace

Integrate seamlessly with your workflow

Clean CSV format imports directly into Salesforce, HubSpot, or any CRM in seconds. Standardized fields and duplicate-free data mean you can start outreach immediately after download.

Track family office preferences by region

Monitor portfolio themes across 6,200+ families. Our research highlights co-investment patterns, follow-on opportunities, and emerging sector preferences where available.

Family office portfolio and preference tracking

Access the inaccessible

Breakthrough the privacy wall with warm introductions. Our network mapping reveals shared board seats, alma mater connections, and trusted advisor relationships that open doors others rarely find.

Relationship mapping for family office outreach

58 columns per family office

What's in your database

Every purchase is a six-sheet Excel workbook — a summary, office profiles with one-click theme filters, decision-maker contacts, every tracked funding round, a CRM-ready contact sheet, and a guide — plus a matching CSV file.

Identity

Company Name
Website
City
Country
Office Type (SFO / MFO)

Firm Profile

AUM Range
AUM (USD millions)
Founded
Wealth Origin
Office Locations

Investment Profile

Sector Focus
Asset Classes
Stage Focus
Investment Approach
Geographic Focus
Deal Size Range
ESG Focus

Deal Activity

Tracked Deals
Last Deal Year
Deals Total Round Value (USD)

Narrative

Description

One-Click Sector Filters

Technology
Real Estate
Healthcare
Consumer
Industrials
Financial Services
Energy
Media Telecom
Education
Hospitality Leisure
Transportation
Materials
Agriculture
Business Services
Crypto/Digital Assets
Aerospace Defense

One-Click Asset-Class Filters

Private Equity
Venture Capital
Real Estate (Asset Class)
Public Equities
Private Credit
Hedge Funds
Real Assets
Fund of Funds
Crypto
Collectibles

Sample Data Preview

Real rows from the free sample — emails masked

Company Name	Country	Type	City	AUM Range	Named Contacts	Primary Email
Nolan Capital	United States	SFO	Hermosa Beach	>5B	10	i***@nolancap.com
Amzak Capital Management	United States	SFO	Boca Raton	1B-5B	17	a***@amzak.com
Tsao Group	Singapore	SFO	Singapore	100M-500M	12	c***@tsao.com
Reimann Investors	Germany	SFO	Munich	100M-500M	22	i***@reimann-investors.com

Showing 7 of 58 columns. The full workbook adds the investment profile, deal activity, every contact channel, and the one-click sector & asset-class filter columns.

Field availability varies by office. Delivered as an Excel workbook with six sheets — Overview, Summary, Offices, Contacts, Deals, CRM Import — plus a matching CSV file.

Exclusive insights

Access proprietary research on family office trends, investment patterns, and succession planning that gives you an unfair advantage in the market.

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Market Intelligence