Building a Family Office Team
The right team lets a family office invest well, stay compliant and serve the family for generations.
Core roles
- Chief executive or chief financial officer to run the office.
- Chief investment officer and analysts for the portfolio.
- Tax, legal and accounting, in-house or outsourced.
- Administrative and family support staff.
Hiring tips
Start lean and outsource specialist work until volume justifies a hire. Culture fit with the family matters as much as credentials.
What we offer today
We now sell 16 databases: 8 investor-type lists and 8 family office lists. Each one starts at $495 (Investor Clubs, Pro Athletes and the family office lists at $997), then $79 a month, and every one has a free sample you can check before you buy.
Closest match to this topic: Single Family Offices, Multi-Family Offices, USA Family Offices.
Built by the Family Office Club
InvestorDatabases.com is run by the Family Office Club, a members club of investors and family business owners founded by Richard Wilson in 2007. We have hosted 340+ investor events, run 16 in person each year, and our members have completed $1B in deals between them. Our social media networking groups have 17 million registered members.