Investment Advice for Single Family Offices
Single family offices face investment choices that differ from those of funds and individuals because they invest one family's capital across generations.
Common principles
- Define the family's goals, time horizon and risk tolerance in writing.
- Separate capital meant for preservation from capital meant for growth.
- Build a process for evaluating direct deals, not only funds.
- Keep liquidity for opportunities and family needs.
Learning from peers
Family Office Club members compare notes with other offices at in-person events and through recorded talks from investors.
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.