Family Office Database: A Buyer's Guide to Verified Excel Data (2026)
A family office database is a structured list of family offices with their websites, type (single or multi family office), investment focus, location and the decision-makers to contact. The best family office database for a capital raiser is verified row by row, names the people who approve investments, shows how each office accepts deals, and arrives in a format you own. Below: a checklist for any provider, a one-hour test to run before paying, and where our Excel files fit.
Full disclosure: we sell family office databases. The checklist below works for any vendor, including us.
Which family office database fits you
- Raising in the United States: the Full USA Database ($2,500), with decision-makers, personal LinkedIn profiles and verified work emails.
- Raising in Europe: the Full Europe Database ($1,500), with decision-maker names and positions plus company email and phone (GDPR compliant).
- Raising across several regions: the Full Worldwide Database ($5,000), which covers the USA, Europe and the rest of the world in one file.
- Focused on the Gulf and Asia Pacific: the MENA + APAC Database ($1,200).
- Testing before you buy: the free sample, 40 family offices in the same Excel columns as the paid files.
What buyers use a family office database for
The job you need to finish decides which columns matter most:
- Founders raising a round need offices that make direct startup investments and a named person to email. See the family office database guide for startup founders.
- Fund managers raising LPs need offices that allocate to outside funds, with the CIO or investment lead. See the guide for emerging fund managers.
- Real estate sponsors need offices with a real estate domain and a deal submission channel. See the guide for real estate sponsors.
- Service providers (legal, tax, technology, fund administration) need firm type, team size and the operating lead. See the guide for service providers.
- Business owners selling a company need offices that buy and hold private businesses, so the investment domain and description columns carry the most weight.
What a good family office database must contain
Use this as a checklist when you compare any two products:
- Verified website (or LinkedIn company page) for every listing, so you can confirm the office exists today.
- Type classification that separates single family offices from multi family offices. Our single family office database and multi family office database guides explain why this matters.
- Decision-makers with titles: first name, last name and role for the people who approve investments.
- Verified work emails where the law allows them, checked against the mail server. Our family office email list guide covers this in depth.
- Investment domains (primary and secondary) and a short description or thesis.
- Location down to city and state or country.
- Deal submission channel: a form, an email address or a stated policy.
- AUM with its source where it is disclosed, so you can judge the figure.
- Freshness: a clear date for the current version.
- An accuracy guarantee with a defined remedy.
- A format you own, such as Excel, that works in your CRM and mail tools. More on this in family office lists in Excel.
How to evaluate a family office database before you pay
- Get a sample of real rows in the paid file's columns.
- Check a random 20 rows. Open each website. Confirm it is still a family office and that the type label is right.
- Check decision-maker currency. Look up five named people on LinkedIn and confirm they still hold the listed role.
- Bounce-check the emails. Run the sample emails through an email verifier and count invalid results.
- Read the terms: what you keep when access ends, and the accuracy remedy.
Three models exist: subscription platforms, one-time files and free directories. For price ranges, read our family office database pricing guide; for providers side by side, see the best family office databases. Our family office directory and list guide separates directories, lists and databases.
How the Active Family Offices databases fit
Our databases are one-time Excel purchases. You download the file, keep it, and the whole team can use it with no seats or logins. Every listing is reviewed and verified by a team of humans and has a verified website or LinkedIn company page.
The files cover single family offices, multi family offices, family-led private investment firms and venture funds run by a family office. Columns include website, location, description, investment domains, type, family name, up to three decision-makers with titles, company email and phone, deal submission channel, AUM with source where disclosed, team size and wealth origin. For the USA and other permitted countries, decision-makers also come with a personal LinkedIn profile and a verified personal work email.
Every file carries an accuracy guarantee: 95% accuracy or higher, or your money back. Critical errors are defined on each product page, and refund requests are made within 7 days.
Limits to know before you buy
- No file covers every family office. A verified list includes only offices that can be confirmed.
- Europe and a few other countries have no personal emails. For Europe, Israel, Canada, Japan and Brazil you get names and positions of decision-makers, company email and phone, and the LinkedIn company page.
- A purchase is a one-time snapshot. You download the current version. Updates are not included.
- AUM is shown only where disclosed. Many family offices never publish it.
FAQ
What is a family office database?
A family office database is a structured list of family offices with their websites, type, investment focus, location and decision-makers. Some include verified work emails and deal submission channels so you can contact the right person directly.
Is there a free family office database?
Free directories exist, but they rarely include verified decision-makers or emails. You can download our free sample of 40 family offices in Excel, and our guide to free family office databases lists other free sources and what each one includes.
How much does a family office database cost?
Subscription platforms usually charge per year and per seat. Our one-time files cost $2,500 for the Full USA Database, $1,500 for Full Europe, $5,000 for Full Worldwide and $1,200 for MENA + APAC. Our pricing guide covers the wider market.
How accurate are family office databases?
Accuracy varies by provider and decays as people change roles. Test any database on a random 20 rows and bounce-check the emails. Our files carry a guarantee of 95% accuracy or higher, or your money back.
Does a family office database include email addresses?
Ours includes verified personal work emails for decision-makers in the USA and other permitted countries. For Europe, Israel, Canada, Japan and Brazil it includes names, positions and company contact details, without personal emails.
Do I get updates after I buy?
No. A purchase is a one-time download of the current version of the file. Updates are not included.
Which family office database fits you
- Raising in the United States: the Full USA Database ($2,500), with decision-makers, personal LinkedIn profiles and verified work emails.
- Raising in Europe: the Full Europe Database ($1,500), with decision-maker names and positions plus company email and phone (GDPR compliant).
- Raising across several regions: the Full Worldwide Database ($5,000), which covers the USA, Europe and the rest of the world in one file.
- Focused on the Gulf and Asia Pacific: the MENA + APAC Database ($1,200).
- Testing before you buy: the free sample, 40 family offices in the same Excel columns as the paid files.
Questions about columns, formats or the guarantee are answered on our FAQ page. Related guides: single family office database, multi family office database, family office email list and family office directory.