Request a custom family office list

A custom list is a spreadsheet cut from our 724 checked family offices to your brief. It is priced on request: we reply with the number of rows that match and a fixed price, and you pay only if you want it.

We use what you send only to handle this request. See the privacy notice.

Do you need a custom list at all?

Often not. Three cheaper routes cover most briefs:

• One ready-made list, $149. Most requests are already a list page. Browse the lists and buy any single one.
• A matched shortlist. The matching tool builds a shortlist from your answers and shows the first 25 matches free.
• The whole file, $1,495. If you would rather filter it yourself, the complete file holds all 724 family offices.

What a custom list is, and is not

• It is built only from records we have checked ourselves: 443 of them carry named decision-makers and 129 carry an office email address.
• We do not add rows from other databases or from bought contact lists, so if our data cannot fill your brief we say so and quote nothing.
• You get Excel and CSV files with the source and the checked date on every row, under the same terms as our standard files.

Prefer email? Write to hello@familyofficeroster.com.