Frequently Asked Questions (FAQ)

Question: How many family offices are included in the Family Offices Database?

Question: Does the database come in an Excel format ? Could I view a sample of it?

Answer: The Family Offices Database is offered in Excel form and there is an example on our website here.

Question: How did your team build this database? Why should we pay for a database that at least partially relies upon publicly available data?

Answer: Our team of two researchers and five total professionals built the Family Offices Database by receiving permission from family offices to publish their contract details to our database and by collecting data from publicly available websites. We believe this product is worth $2,500 - 4,000 to most firmsworking with family offices because it would take at least 200-250 hours of research to create an internal database of family offices on your own. It took our team over 600 hours to build this resource, and you can now leverage our work through purchasing this resource on our website.

Question: How do your database packages work? What really is the Endowment Fund Database and Database of Institutional Investment Consulting Firms. Can you explain this and also give me details on the ongoing updates to this database and how we can start to recieve them?

Answer: Yes, we have created a thorough PDF which walks through what both of those databases are and we links to database provide samples from each database within this PDF. We also detail how the ongoing updates option is offered. Please click here to access this PDF.

Question: Does your firm provide a refund if we can't raise assets through using this database of contacts?

Answer: No, while the data included in this database is publicly available our team spent over 610 hours compiling, sorting and organizing it so that it may be easily used within almost any CRM system or as a standalone capital raising or career management tool. Once the databaase has been purchased and delivered the full value has been realized and we cannot provide a refund once the transaction has been completed.

Question: Why does your firm only release 100 copies of each version of the Family Offics Database? Isn't that bad for business?

Answer: Yes, it is bad for business over the short term, but we see it as a necessary evil in order for us to offer a valuable exclusive resource over the long-haul. By slowly releasing this resource to only 100 firms with each version we release the data becomes more valuable to our clients.

Question: What percentage of the family offices are based in London?

Answer: Please see our Family Office Statistics Page for this answer.