SKU: FOD001 Category: Tag:

A Multi-Family Office (MFO) is an independent organization that supports multiple families to manage their entire wealth. We currently have 1,263 Multi-Family Offices with 3,271 contacts. Multi-family offices typically provide a variety of services including tax and estate planning, risk management, objective financial counsel, trusteeship, lifestyle management, coordination of professionals, investment advice, and foundation management. Some multi-family offices are also known to offer personal services such as managing household staff and making travel arrangements. Because the customized services offered by a multi-family office can be costly, clients of a multi-family office typically have a net worth in excess of $50 million

No office was included that did not have at least an email or phone number.
Columns Number Percentage
Firms w/ AUM Present: 1,157 35.36%
Firms w/ Website Available: 3,271 99.97%
Firms w Investment Preferences Present: 2,448 74.82%
Contacts w/ Email Address: 3,264 99.79%
Contacts w/Phone Number: 3,245 99.21%
Contacts w/ LinkedIn Profile 3,194 97.65%
Total Number of Contacts: 3,271 100.00%
Total Number of Email Addresses: 6,692 204.59%
Total Number of Firms: 1,263 100%
Cells: 67,780 100%
What's Included?
# of Firms
Firm Name
Contact First Name
Contact Last Name
Contact Title/Position
Phone Number
Fax Number
Personal Email Address
Company Email Address
Company Street Address
State/ Province
Postal/Zip Code
LinkedIn Profile
Company's Areas of Investments/Interest
Year Founded
Secondary Email
Additional Company/Contact Information
New Office

Additional information