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Our Family Office Platform covers the full spectrum of the family office industry, including all of the important contact details, key pieces of information, geographic breakdowns and more.  Here are some of the highlights to our Family Office Platform:

• Search Offices by location, region, type. - i.e display all of the family offices in the United States.

• Track prospects within our system, using the list management tools as well as our note saving module; allowing you to track and keep tabs on all of your prospects.

• Types of Family Offices cover within our Platform:

  • Single Family Offices
  • Multiple - Family Offices
  • Private Investment Companies - of Family Offices or Ultra Rich Families
  • Family Limited Partnerships
  • Family Foundations
• Family Office Platform Includes: Name of CEO or 'primary' contact within firm, name of Family Office, telephone number, email, mailing address, net worth of office, other vital details where available .
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Institutional Platform
-Complete investor profiles

-Detailed contact information

-Current mandates / objectives

-Global coverage for investors

-Continuous updates of the data

-21,000+ contacts included


Family Office Platform
-Single & Multi family offices

-Primary contacts at each office

-Detailed contact info included

-Constant updates of the data

-3,200+ family offices within

Access Your Account |

Call Us Today | (800) 341-0323   
Institutional Platform
 
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Family Office Platform