Family Office Intelligence
U.S. single and multi-family offices, their people, vehicles and direct investments, with the evidence behind every claim and a Why now list of offices with a reason to call.
1 min read
Part of every plan: Platform at $199 a month, every market. Pages: Directory (/family-offices/offices), Why now, What changed, Investments, Coverage, Methodology, plus pages by state and by theme (for example healthcare or independent sponsors).
Directory filters
Sector, Office type, Region, State, Metro, Capital band, Last investment, Check size, Asset class, Investment stage and type, Direct investor, Fund allocator, Backs sponsors, Backs an independent sponsor, Co-invested with, Change on record, Reachable decision maker, Family, and Identity confidence 60%+. Presets: Invested in the last 12 months, Liquidity events, New CIO or investment hire, Backs sponsors, Reachable decision maker.
An office record
Snapshot (Capital, Invests in, Active, Contact), then Why now, How they invest (They say, and They do, observed), Recent investments, Relationships, People, Capital, Family network, Timeline and Sources.
Terms
- Office types: Single family office (confirmed or probable), Family investment company, Multi-family office, Family investment vehicle, Embedded family office, Family foundation, Outsourced provider, Candidate. A candidate is not counted as coverage.
- Capital band: a graded range (A, B, C) from dated evidence. Family wealth is a separate band, never added to it.
- Reachable decision maker: a principal or investment decision maker with a business email or phone of stated provenance.
- Why-now score: a reason to look, not a forecast. Signals expire after 18, 12 or 6 months depending on kind.
- There is no single family office score.
Related
- Contact informationDFX shows business contact routes published by the subject or in a public filing: work email, business phone, office address, website, professional profile and contact forms. Personal contact data and commercial provider data are never shown. Values are revealed one record at a time on a paid plan or the trial.
- Using filtersFilters narrow a directory. Different filters combine with AND (every one must match); several values inside one filter combine with OR. Each filter shows how many records it would return, and Clear resets them.
- Signals, events and anomaliesAn event is a dated fact. A signal is a detector's reading of events that says something may matter now, with who should care and why. An anomaly is a value or pattern that stands out against comparable records. Signals and anomalies are where to look, never conclusions.
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