Because of the reclusive nature of many family offices, little is known about the identity of these institutions. At last Highworth Research Ltd in London has published Global Family Offices, an online database which profiles the major players in the family office industry on a global scale. Data about each institution is presented in a consistent structure, allowing easy comparison and benchmarking. Online delivery includes frequent updates and additions to the database over the course of a 12 month subscription.
Over 770 single and multi - family offices are profiled
6,570 management contacts given by name and job title
More family offices are added regularly to the database
The database can be searched by country or region, by type of institution, by a range of family office services offered, and by executive job classification or AuM
Key data provided
Identification of the institution and its contact details
Parent company, subsidiaries and major additional offices
Profile of the business
Directors and senior management names and job titles
Wealth management services offered in asset protection, investment management, fund administration services, fiduciary services, international tax structuring, other family office services
Minimum net worth required from clients
Total assets, profits & assets under management (where disclosed)
(Information may vary between institutions depending on the level of disclosure)
Benefits of the database
Most comprehensive reference source yet available for the international family office industry
Identifies and profiles over 2500 institutions
Identifies over 22,550 management contacts
Presents key data in a form which allows easy comparison between institutions
Provides indicators of the types of services provided by each institution
Allows download to Excel of management names classified by job title
Allows download to Excel of wealth management institutions and their assets under management
A subscription lasts for a full year and includes regular updates, as well as additions to the database of further family offices
Subscribers receive a user name and password login for the website home page which gives them access to the online database.
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