We have had hundreds of satisfied customers purchase the Family Office Directory since we released our first version of the directory. In the following video, you will hear from a customer who purchased the Family Offices Database 6.0 Product. If you would like to watch a free video overview of the Family Office Directory simply click here.
We are confident that customers like the one you just hear from are satisfied. How can we be so sure? Because we guarantee it. If you’d like a more detailed explanation of family offices, watch this free video on What is a Family Office?
Family offices are an often misunderstood capital source and family offices are also very difficult to contact if you are raising capital. We have provided a number of resources here and at FamilyOffices.com in order to demystify this group of investors. In the following video, you will learn about the Family Office Directory, how it works and how it can help you raise capital from family offices.
Video Transcript/Summary: The strategies and tips provided within this video module include:
The Family office database is an excel based directory of family office firms with complete contact details.
Top 10 investment banks, hedge funds, private equity groups and consultants trust our database due to the fact that data is continually updated and kept fresh.
Main benefit is you can save time and raise capital from the resource. 300+ hours of research are essentially saved, allowing firms to use their time building relationships and improving CRM.
On the website, click on database facts and then the blue link that reads Sample. A Microsoft excel icon will appear where you can download the database to an excel spreadsheet sample.
2 years of free updates are available in some of the packages we offer.
Industry guarantee is a 4 times pro-rated refund policy on any outdated listings including bad email addresses or URLs. This means if you purchase the database and find that 12% of the data is outdated, we will refund you 48% of the purchase price. This provides us with the motivation to ensure the database is updated regularly.
There are bonuses available with some of the packages, which in some cases are worth several hundred dollars.
For more information, visit www.familyoffices.com and type in your name and email address in the form on the home page. You can purchase a database directly from the home page by clicking on the “buy a database” link on the site menu.
I hope that this video provided a helpful overview of the Family Office Directory and how it can assist you in your capital raising efforts. If you’d like a more detailed explanation of family offices, watch this free video on What is a Family Office?
A common question I often see is What is a family office? In the following video, I will cover the definition of family offices, why it is important to know why it is important to understand what is a family office and how one operates, what they invest in, how to learn more about family offices and the three reasons why family offices continue to grow despite the bad economy.
Video Transcript/Summary: The strategies and tips provided within this video module include:
What is a family office? A family office is an exclusive wealth management firm that typically only accepts clients with at least $10-25 million in investible securities.
Family offices often have fewer total clients than traditional wealth management firms–even just one client, as is the case with single-family offices.
While they may have a limited number of clients, family offices spend a lot more time and focus on their select clients.
Family offices may charge a premium because they offer a full and diverse range of services to their wealthy clients including: tax optimization, business and wealth transfer, charitable giving, estate planning, philanthropy and even ongoing budgeting services.
Family offices are important to understand because while there are only a few thousand active family offices, they control a massive amount of wealth.
Family offices are still growing in size despite the bad economy for the following reasons:
The first reason is that many wealthy individuals and families are realizing that it sometimes pays to make sure that a firm is making sure you are making the best investment decisions and not losing money.
The second reason is that lots of large family offices are looking to grow their assets under management by lowering their minimum assets requirement in order to bring in smaller clients.
The third reason is that the concept of a family office is becoming more familiar with people around the world.
The family office industry is growing very rapidly and more funds are looking to this type of investor to raise capital. For all of the reasons explained in the video, it is crucial that you understand exactly what is a family office and how they operate.