Some family offices offer strictly strategic and investment services while others offer everything from strategic philanthropy to convenience services. %PDF-1.5 %����

Subscribe to our newsletter for tips & updates, and receive a 10% discount on your first purchase. Click green button under the image that says “add to cart”. Connect with thousands of high net worth investors and potential clients across the globe. We do not share/sell your details. The partners invest their own capital in each venture, rather than raising outside funds, and believe that such investment creates a longer term investment horizon that… Access AUM, transactions, RFPs, contacts, news stories and more for these Family Office profiles. Yes, we update our data daily & provide access through our cloud-based platform free of charge for a year after your initial purchase. It is packed with hard-to-find information – the information needed to lay the groundwork for successful relationship building and valuable lead generation. We are based in the financial hub of Charlotte, NC and pride ourselves in working directly with customers to customize solutions for reaching Family Office Investors.

Yes, we strive for quality and service and invest the time to maintain lists for our clients. Once a user account is created, you can log into your account at anytime to download the lists to Excel format. © Copyright 2020 Familyofficelist.org, a Family Office Lists LLC Company, 13866 Ballantyne Corporate Place, Charlotte, NC 28277, 3 Tips To Virtually Harness Family Office Opportunities, Strategy for Virtual Relationships with Family Offices. The data can be exported to Excel (.xlsx) format so the data can be further appended to improve your direct marketing and email campaigns. We encourage feedback from clients and love hearing success stories utilizing the platform. A multi-family office is an organization that provides family office services to more than one family group.

", Stephen Strauss — Managing Director, NI Holdings, “Thanks for providing a well-qualified list. For more details, see the FOX Guide to the Professional Family Office. That’s a tremendous value given all the platform enhancements and updates you’ll receive! Family offices are very secretive, and therefore full information is not always available. What is a family office? If you’ve received a discount code, it can be entered during the checkout process. Once payment has been made, you will automatically receive an email with a receipt and access to the platform. Our cloud platform offers accessibility from anywhere at any time. h�bbd```b`�`�K���d�"�&�H�� �[L:�I)�)&g���H�Y`v6��U����,"�sA$c�4�V� $���- �$�����V&FF�JF:���0 �4� Family Offices in Singapore. ... Once you’ve paid, you’ll receive an email with a downlink to download the family office list in excel.

Family Office Industry Growth in Singapore and Southeast Asia. Once payment has been made, you will automatically receive an email with instructions to access your list(s) through our cloud-based platform. Once our list has been purchased and delivered, we can not provide a refund. It provides a similar range of customized services as are provided by a single-family office but without the need to set up a separate family office infrastructure. Roughly 35% of emails were replied to and 10% of those are entering into meaningful conversations about direct investments. Or, browse our range of family office lists, "Family Office List has been an invaluable tool for providing introductions to Global Family Offices, PE Institutions, VC Funds, and wealthy individuals to our various clients. Roughly 35% of emails were replied to and 10% of those are entering into meaningful conversations about direct investments." While many profiles are complete, not all of the information for the above categories can be found for ALL of the offices in our database. List of Family Office Services Then click the green button on the right that says “checkout”. We do not try to be all things to our clients and push additional information, subscriptions or marketing services. ", Dinesh Sastry — CEO, Illuminant Capital Holdings, "We utilized the Family Office list for a very specific type of client and were very pleased with the results.

With ever-changing markets, Family Offices are more open than ever to emerging opportunities. OurOur core focus is on providing the highest quality data for our customers. Connect today with thousands of high net worth investors and clients. No credit card required. Complete the process. If you find outdated information we will attempt to update the information for you, if the information cannot be updated we will provide a full refund per-contact. Download the Singapore Family Offices Whitepaper in PDF format. Our firm is managed by a small team of experts with experience in alternative investment, private equity, marketing and database management. "Family Office List has been an invaluable tool for providing introductions to Global Family Offices, PE Institutions, VC Funds, and wealthy individuals to our various clients. Information on AUM and investment preferences can be difficult to find, and as such, is a less complete portion of our database. Now in its 18th year, Family Office List continues to prove itself as a profitable and time-saving tool to our clients. Subscribe to our newsletter for tips & updates, and receive a 10% discount on your first purchase. Now in its fifth decade, Sowell & Co. is a family investment office investing in private equity, oil & gas, and land development. FAQs on our family office list format (pdf vs excel), the information included in each list, and what happens if you don't raise the capital you need. We ensure the accuracy of our data and have a dedicated research team conducting daily updates. Our team is willing to customize a list to suite your needs. We were able to negotiate a very favorable relationship with one of the contacts. 0 Select the Family Office list you wish to purchase. View our Privacy Policy for more information. We had a great experience using it for an email campaign which yielded an 85% open rate and a 12% reply rate.”, Join the growing number of firms relying upon our data…. menu. You may elect to continue receiving access to the platform  thereafter for just $200 a year. View over 216 Family Office profiles from across undefined regions. Easily export data from the platform to Excel for easy integration with your CRM. We offer the most up-to-date data at a price you can afford.We are happy to customize lists and target criteria to meet specific marketing needs. In our experience however, we’ve don’t recommend targeting too narrow of an audience since Family Offices are rethinking the way they operate and more open to direct investments. 404 0 obj <>/Filter/FlateDecode/ID[<77E2973D2107CD438912BF7A7BD4FA08>]/Index[376 49]/Info 375 0 R/Length 129/Prev 1576601/Root 377 0 R/Size 425/Type/XRef/W[1 3 1]>>stream Yes, you can login to your account and update your information, such as your email address and password. Danielle was extremely easy to work with and designed a database that allowed us to contact a variety of groups all in our specific target market. Our lists are accessible at anytime from anywhere through our cloud-based platform. Download our brochure to learn more about this Singapore Family Office Workshop. h��V�Og����ZAc�r�D�Aar�A[����Z�#X�?h��h�\���K�|h��)�$*�4kub�-C-�,fY&.NaZ7�e��O��{�k���=���� "��)� ��@`a�, View our Privacy Policy for more information. endstream endobj startxref Join Us in Singapore: The Family Office Club is hosting a Family Office Workshop in Singapore on October 4th, 2013. With ever-changing markets, Family Offices don’t want to get pigeonholed for only investing in certain areas and prefer to remain open to emerging opportunities. Enjoy a free demo of our platform and experience smart, accurate data in a flash. We listen to customer’s desires and grow our platform based on customers needs. We work together with our customers, in a community model, to provide the highest quality database available. © Copyright 2020 Familyofficelist.org, a Family Office Lists LLC Company, 13866 Ballantyne Corporate Place, Charlotte, NC 28277, 3 Tips To Virtually Harness Family Office Opportunities, Strategy for Virtual Relationships with Family Offices, Contacts’ Associated Job Titles: All C-level decision-makers, Direct Contact Phone Numbers & Email Address: 99% of the contacts, Website URL of the Family Office: 94% of the contacts, Family Office Address including Country, City, State, or Zip Code: Filterable for easy targeting, Transaction Type/Size: 18% of the contacts, Industry Group & Sub-Industry Based on Global Industry Standards: 28% of the contacts. You’ll receive a 10% discount for a purchase of 2 lists and a 15% discount for a purchase of 3 or more. Yes, we do provide discounts for multiple list purchases. Below is a list of family office services that are commonly provided. We don’t want to sell you something you don’t need. Once you’ve paid, you’ll receive an email with a downlink to download the family office list in excel. Quickly, easily and reliably engage with family offices with data rich information profiles. Our lists can be filtered, sorted, modified and customized to suit your targeted marketing needs. Competitors packages often encompass “bells and whistles” that come at a cost. %%EOF Just above the credit card image click where it says “Have a discount code? We guarantee that our data is accurate, and that the listing is a Family Office, or we’ll provide a full refund on a per-contact basis. The contacts within our lists are classified and include the following: We do not provide refunds if you are unable to raise capital. We do not share/sell your details. Click to enter it – click on “Click to enter it”. Enter your details below to download the list analysis & sample spreadsheet. 06 2 Family office services 09 3 The costs of running a family office 20 4 Family office governance 22 5 Constructing a business plan, staffing and strategic planning 26 6 Risk management 32 7 The investment process 35 8 IT, trading tools and platforms 41 Appendix 44

�`� ��-���w�(27���u,��@�BX�[�� �����%,�&�8�1���fۛ�G��2��"����ܶ�����"�y�ڞ���a�s����ɼ7�xn�Fy-��z��mfeO������. Section 06 1 Why set up a family office? 424 0 obj <>stream Daily updates are accessible through the platform at no cost for 12 months and renewable thereafter. The service provided by a multi-family office therefore becomes We provide free updates for 12 months after your purchase. Family Office List. Enter your details below to download the list analysis & sample spreadsheet.