Frequently Asked Questions (FAQ)
To navigate our Frequently Asked Questions (FAQ) page please click on the question below that you would like to have answered:
Question #1: I have already placed my order for the Family Office Database, when will I get it? Answer: We confirm database sales within 24 hours (or 1 business day) of receiving the order from you. The family office database will be sent to you within Excel format via email.
Question #2: How many family offices are included in the Family Offices Database? Answer: As of September 2011 there are 1,045 family offices included within our database.
Question #3: Does the database come in an Excel format? Why isn't it available online? Answer: The Family Offices Database is offered as an Excel spreadsheet that is sent to your email address within 1 business day of your order being processed. We deliver the Family Offices Database to you in this format because we have found there are fewer issues than with subscriptions associated with online databases. For example with our solution can upload your copy of the Family Office Database to your CRM programs, and you can sort, move, and add notes to any of the contacts in our database. Another benefit of the Excel format is that you get it more quickly than if we had mailed you a disc in the mail, and you are free to keep this spreadsheet for as long as you would like. Whereas website access can be cut off any time, once you purchase our Family Offices Database you may use it in your business for years to come. To download a sample of our database, please click here.
Question #4: How many family offices do you have in Europe vs. the United States? Answer: Here is the geographical distribution of our database, as displayed in the graph below:
Question #5: How did your team build this database? Why should we pay for a database that at least partially relies upon publicly available data? Answer: Our team of two researchers and five total professionals built the Family Offices Database in two ways: by receiving permission from family offices to publish their contact details to our database and by collecting data from publicly available websites. We believe this product is worth $2,500-$4,000 to most firms working with family offices, because it would take at least 200-250 hours of research to create an internal database of family offices on your own. It took our team over 700 hours to build and maintain this resource, and you can now leverage our work through purchasing it on our website here.
Question #6: What is included with the database combination packages? Answer: We have created a thorough PDF that walks you through what both of those databases, and we link to samples of each within this PDF. We also detail how the ongoing updates option is offered. Please click here to access this PDF. Our single database of family offices costs $1,500 which is in line with competitors, but you can save the most money by buying our Gold or Platinum package described here.
Question #7: How many family offices do you have in California and New York, for example? Answer: We get a lot of questions about how many family offices are database has within various states. For statistics on every state in the US, broken down into two halves, please see the pie charts below. 
 Due to the pricing structure, more than 95% of our clients buy the full database, but we do offer Eastern US and Western US databases.
Question #8: Does your firm provide a refund if we can't raise assets through using this database of contacts? What is your refund policy? Answer: While we do provide refunds for bad data, we do not provide refunds for any lack of capital raised. Data included in our database is publicly available; however, our team has spent over 800 hours compiling, sorting, updating, and organizing so that it can be easily used within almost any CRM system or as a standalone capital raising or career management tool. Once the database has been purchased and delivered, the full value has been realized and we cannot provide a refund once the transaction has been completed. The exception to this is if we provide you with bad data; in this case, we provide an industry leading 4X pro-rated refund on all entries that contain outdated or bad data. This means if 10% of the listings contained errors, you would receive 40% of your money back. These refunds are uncommon, but when they do occur it helps us further improve and update our listings, so we encourage you to provide us with your feedback. Version 5.0 of our Family Offices Database is now available; we have refined this database dozens of times to get our database to where it is now, and this level of accuracy and completeness is what makes our database valuable. Nobody else offers a 4X pro-rated refund policy on any type of family office database.
Question #9: Why does your firm only release 100 copies of each version of the Family Offices Database? Isn't that bad for business? Answer: While it is bad for business over the short term, we see it as a necessity. For us to offer a valuable, exclusive resource over the long-haul, we must keep distribution low. By slowly releasing this resource to only 100 firms with each version we release, the data becomes more valuable to our clients.
Question #10: What makes your Family Offices Database solution different or better than others? Answer: Our Family Offices Database is the only database available from a company that provides a transparent view of our team, a detailed look at the offices, contact details, and our database construction methodology. We provide this transparency and our industry leading 4x pro-rated refund policy to provide you with the assurance that we are a real company; we are registered as an LLC in the state of Oregon with full-time employees and a long-term commitment to building a valuable database of family offices. We have created a chart (see below) that shows how our Family Offices Database compares with others in the industry: 
Question #11: Can we purchase a database of family offices only in London, Europe, the United States, or state-by-state within the United States? Answer: While we would like to provide a resource applicable and valuable to every client request, we have created the following portions of our full, international database: US-Only, European-Only, Western US, and Eastern US databases. These portions are offered to you to assist you in your capital-raising goals. We do not offer smaller portions at this time since our database is constantly being updated, and refreshed, and that is what our team wants to focus our limited time on.
Question #12: What information is provided for each of the 1,000 family office listings in your database? Answer: The Family Offices Database offers a collection of inclusive contact details for 1,045 family offices from around the globe, with an average of three contacts per office. These inclusive contact details include the following information when available:
Question #13: How often is the information in your database updated? When was the last update made? Answer: Our database is updated twice a year, about every 6 months. The last update to our database was completed on September 1st, 2011. To ensure the information you receive is of the highest quality, we also provide the next updated version of our database to you at no charge.
Question #14: Can I receive more updates to the Family Offices Database beyond the next updated version? Answer: Each Silver & Gold Package clients gets one free update to the database within 6 months of their purchase while Platinum clients get 4 free updates at the 6, 12, 18, and 24 month marks. ($199 value). If you are a past client, you may start a $199-every-6-months subscription for updates to the database every 6 months by clicking here. This subscription may be canceled at any time for any reason.
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We receive a core set of 12 questions every month from our clients and potential clients, and we have written these out below. 
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