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VIP Conference & Databases

$5,000.00

The Family Office Club was founded in 2007 and has now become the #1 largest association in the industry with over 1,600 registered ultra-wealthy investors globally and 800+ Charter Members.

  • Family Office Database- 1,347 firms listed, 3,000 contacts
  • High Net Worth Wealth Management Directory – 317 firms listed, 541 contacts
  • Institutional Investment Consultant Directory – 475 consultant listings, 1,448 contacts
  • Endowment Fund Directory – 919 funds listed, 3,158 contacts
  • Fund of Fund Directory – 454 funds listed
  • Pension Fund Directory – 268 funds listed

SKU: VIP-Package Category:

Description

+ Building relationships with private or institutional investors requires a long-term commitment and approach and a constant refinement and iteration of your investment offering and investor relations processes.

+ Charter Membership in the Family Office Club gets you 20 live events per year which are made up of investor summits and investor relations workshops, and each event is recorded and live streamed for members that can’t attend in person.

+ We also offer a quarterly detailed analysis of your investment marketing materials, recorded interviews with 300+ investors, investor relationship management software (CRM), and the chance to have anyone on your team complete our capital raising or family office certificate programs.

Charter Membership

  • Access to 20 Live Events a Year
  • 2 Conference Tickets to all events
  • Quarterly Analysis of Your Materials
  • Investor Relationship Software (CRM)
  • Return on Your Investment:
  • 300+ Recorded Investor Interviews
  • Every Event Live Streamed & Recorded
  • Become a Certified Capital Raiser
  • Service Provider Directory Listing
  • 30 Exclusive Family Office Webinars
  • Directory of 8,916+ Investor Contacts
  • Multi-Family Offices
  • Single Family Offices
  • HNW Wealth Management Firms
  • Fund of Funds
  • Institutional Investment Consultants
  • Endowment & Pension Funds

Benefits

  • Access to 20 Live Events a Year
  • 2 Conference Tickets to all events
  • Quarterly Analysis of Your Materials
  • Investor Relationship Software (CRM)
  • Return on Your Investment:
  • 300+ Recorded Investor Interviews
  • Every Event Live Streamed & Recorded
  • Become a Certified Capital Raiser
  • Service Provider Directory Listing
  • 30 Exclusive Family Office Webinars
  • Directory of 8,916+ Investor Contacts
  • Multi-Family Offices
  • Single Family Offices
  • HNW Wealth Management Firms
  • Fund of Funds
  • Institutional Investment Consultants
  • Endowment & Pension Funds

Charter Member

The Family Office Club was founded in 2007 and has now become the #1 largest association in the industry with over 1,600 registered ultra-wealthy investors globally and 800+ Charter Members.

+ Building relationships with private or institutional investors requires a long-term commitment and approach and a constant refinement and iteration of your investment offering and investor relations processes.

+ Charter Membership in the Family Office Club gets you 20 live events per year which are made up of investor summits and investor relations workshops, and each event is recorded and live streamed for members that can’t attend in person.

+ We also offer a quarterly detailed analysis of your investment marketing materials, recorded interviews with 300+ investors, investor relationship management software (CRM), and the chance to have anyone on your team complete our capital raising or family office certificate programs.

Family Offices

Family Office Database Listings Include: The Family Office Databases offers a collection of inclusive contact details for 1,347 multi and single family offices from around the globe. These inclusive contact details include the following information when available:

  • Name of Family Office
  • AUM (for 24% of the firms)
  • 2,560 Rows of Data – An Average of ~3 Contacts Per Office (Over 50,000 cells of data)
  • Contacts’ Associated Job Titles
  • Contact Phone Number & Email Address
  • Phone Number, Fax Number, & Email Address of Family Office (All 3 are present for 99%+ of listings)
  • Family Office Address That Can be Sorted by Country, City, State, or Zip Code
  • Investments/Areas of Interest (for 84% of the offices)
  • Company History & Notes
  • Website URL of the Family Office
  • LinkedIn Profile Information for 84% of the Contacts Within the Database

Note: 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. Family offices are very secretive, and as such, information is often times scarce and hard to find. Family offices value their privacy and that of their clients. Information on AUM, investment preferences, and company history can be difficult to find, and as such, is a less complete portion of our database. Offices were not included in our database if a phone number or email address were not present, so each contact has at least one point of contact in addition to a mailing address.

Benefits of the Multi and Single Family Office Databases

  • Gain access to investor contact details of over 3,000 total investors from 1, 347 family offices
  • Work more efficiently, raise capital faster than you otherwise could
  • Expand your press release or newsletter mailing coverage by building direct valuable relationships
  • Schedule more conference calls and on-site visits with prospects
  • Become more efficient at accessing more than a trillion dollars in assets managed by the contacts within our database of family offices
  • Update your old in-house database or directory of family offices
  • Take advantage of the 1,000+ hours our team has invested in building the Family Offices Database to leverage your firm’s time and efforts
  • Complete more road shows and sets of business trip meetings
  • Enable your team to follow up with leads from industry conferences and meetings
  • Reach concentrated pools of HNW and ultra high net worth investors

Databases

  • Multi-Family Office Database- 1,387 firms listed, 3,000+ contacts
  • High Net Worth Wealth Management Directory – 317 firms listed, 541 contacts
  • Institutional Investment Consultant Directory – 475 consultant listings, 1,448 contacts
  • Endowment Fund Directory – 919 funds listed, 3,158 contacts
  • Fund of Fund Directory – 454 funds listed
  • Pension Fund Directory – 268 funds listed