Family office list
Family Office List
How to turn a family office list into a short, workable research plan.
A long list is only useful once it is sorted. Most teams start with geography, then office type, then stated focus. That order matches how meetings get planned: by city first, then by fit.
A simple order for research
- Pick the states or cities you can actually visit.
- Choose single family offices, multi-family offices or both.
- Filter by stated focus and, if it matters, check size.
- Read each office’s own website before you reach out.
Start with office type
- Embedded Family Offices
- Family Office CIOs
- Family Office Principals
- Inherited Wealth Family Offices
- Multi Family Offices
- Newly Formed Family Offices
- Next Gen Family Offices
- Retail Fortune Family Offices
- Single Family Offices
- Tech Founder Family Offices
- USA Multi Family Offices
- USA Single Family Offices
- Virtual Family Offices
- Wealth Creator Family Offices
From our events and workshops
Request the full list
Tell us what you’re looking for.
Describe the region, office type and research need behind your search. Someone on the team reviews each request and replies with what a list for that scope can cover.
Details that help us respond:
- Target geography (states, cities, countries)
- Office type: single family office, multi-family office or both
- Stated investment focus, sector or strategy
- How you plan to use the list
Prefer the phone? Call (808) 600-9260. Other ways to reach us: Get matched or Talk to us.
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