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Americas Family Offices Directory 2024: Detailed Profiles of 1,000+ Single Family Offices in North America & South America -
[April 22, 2024]

Americas Family Offices Directory 2024: Detailed Profiles of 1,000+ Single Family Offices in North America & South America -

The "Family Offices in the Americas" database has been added to's offering.

A Gateway to the single family office community

  • Single family offices manage the investments of the wealthiest families globally.
  • Numbers are growing rapidly, & assets under management are in the $ trillions.
  • But most SFOs stay under the radar & details about them are hard to find.
  • For those wishing to build relationships with single family offices, such as asset managers and private and investment bankers, the difficulty of access to SFOs is well-recognised.

The solution is now available. The publisher, which holds the largest database of single family offices outside the USA, offers access to the database via two online publications, both updated and expanded daily:

Single Family Offices in The Americas

  • Detailed profiles during a subscription year of over 1,000 Single Family Offices in N & S America

What data is included on each family office?

  • Identity of the SFO
    • Address, phone, Fax, website, company email (if available)
  • Identity of the family behind the SFO
  • AUM range in US$
    • $25m to over $25bn, classified into 10 ranges
  • Analytical description of the SFO, including
    • Background to the wealth of the family - how the wealth originated - current wealth status - current operating company/companies - market caps of those companies if listed - % shareholdings - Role of the family office - Investment strategies - Asset allocations - Portfolio sample holdings
  • SFO personnel by name, job position
    • Personnel are classified into 29 job types, the majority related to the investment management of a specific asset class - Email &/or direct phone if available - Summary Bio of personnel if available
  • Asset allocations
    • The asset class is indicated to which each SFO selectively allocates. The range of options includes:
    • Money market funds
    • Multi-asset class investments
    • Fixed income (17 types of Fixed Income investments)
    • Equities (21 classifications of Equities)
    • Alternatives (18 types of Alternatives)
  • Focus on Alternatives
    • Private Equity & Venture Capital
    • Sector preferences - Financing stages - Geographic preferences - Target participation level - Invest directly and/or through Funds
    • Real Estate Investment
    • Preferred types of property - Geographic location preferences - Transaction value range if known - Direct investment and/or via Funds
    • Family's Private Foundation
    • Philanthropy from the UHNW community is growing fast. Capital allocated to philanthropy is capital that has to be investment-managed as well as donate.
    • Where a family has a private foundation, we publish data as follows:
  • Name of family's foundation - Address, phone
  • Summary of principal aims of foundation - Income & expenditure (if available)
  • Foundation director contact

Daily Updates & Additions to the SFO Database

  • Daily updates & amendments to executive contacts, location moves, major investment initiatives, deals
  • Additional SFOs are added weekly from the publisher's SFO Databank. Subscribers receive every week a guaranteed minimum number of further SFOs which are added to the core number already on the SFO Database
  • Monthly Newsletter alerts subscribers to the SFOs added to the Database that week and to the key updates for SFOs currently on the Database

A fully searchable online database

Select SFOs which match your specific requirements!

This Family Offices Database offers powerful search filters which are simple and intuitive to use. No training is needed.

Search and select single family offices by multiple criteria

  • Search & select executive contacts by multiple criteria
  • Build customised reports to suit your specific requirements
  • Export search results to Excel for follow-up action
  • Download PDFs of family office profiles & contacts
  • Bookmark particular searches for later follow-up
  • Search options include:
  • Search for a family office by name
  • Search for a family office by name of family
  • Search for family offices in 41 countries in EMEA
  • Search for family offices by 11 ranges of assets under management from $25m to over $25bn
  • Search for personnel within family offices by 30 job types, most related to investment management of a particular asset class
  • Search only for personnel with email addresses
  • Search for family offices added to the Database from any date in the past
  • Each search result can be bookmarked, & exported to Excel
  • Search for family offices by business sectors in which they invest
  • Search family office descriptions by key word

Examples of typical searches

  • Find the profile & contact details of a SFO
  • With which SFO is the XXXXXX family connected & how did their wealth originate?
  • Select SFOs in France & Belgium with AUM between $100m and $10bn
  • Select Chief Executives, Chief Investment Officers & Investment Managers responsible for Equities & for Hedge Funds in SFOs in Canada, Mexico, Chile & Brazil with AUM greater than $100m which allocate to US Equities & to Hedge Funds
  • Select Chief Executives, Chief Investment Officers, & Private Equity Portfolio Managers in SFOs in Germany, Switzerland & Austria with AUM in the ranges $500m to $15bn which allocate capital to Private Equity
  • Select Chief Investment Officers and investment managers responsible for Hedge Funds in SFOs in UK, Finland. Sweden, Denmark & Norway with AUM between $50m and $10bn which allocate to Hedge Funds
  • Select Managing Directors, Chief Investment Officers, and Investment Managers for Real Estate in SFOs in Hong Kong, Singapore, Saudi Arabia, UAE, & Qatar with AUM between $100m and $15bn which allocate to Commercial or Residential Real Estate or Real Estate Funds
  • Select CEOs, Chief Investment Officers & Venture Capital Investment Managers in SFOs throughout Europe, Middle East & Africa (EMEA) with AUM between $100m and $15bn which allocate to Venture Capital

Who will benefit from this Single Family Offices Database?

  • Asset Managers seeking investment mandates from owners of substantial private capital
  • Private equity or VC companies seeking limited partners and fund investors
  • Hedge funds seeking client investors
  • Private banks seeking to grow their client numbers in the UHNW & SFO segment
  • Investment banks seeking to advise family offices on M&A, divesting family businesses, or raising equity or debt capital
  • Growing companies seeking investment from private capital sources
  • Financial institutions seeking data that may contribute additional background for KYC risk assessments

Countries Covered:

  • Bahamas
  • Bermuda
  • Brazil
  • Canada
  • Caymans
  • Chile
  • Colombia
  • Mexico
  • Panama
  • Peru
  • Puerto Rico
  • USA
  • Caymans
  • Chile
  • Colombia
  • Mexico,
  • Panama
  • Peru
  • Puerto Rico
  • USA

Over 1,000 companies profiled including:

  • Agman Partners, USA
  • Bakala Capital, USA
  • Cam Capital, USA
  • Emerson Collective, USA
  • Grit Investments Ltd, Canada
  • Hartz Capital, USA
  • Inversiones Consolidadas, Chile
  • Kactus Capital Management, USA
  • M. Safra & Co, Brazil
  • Meritage Group, USA
  • Pohlad Companies, USA
  • Wychwood Capital Investments Ltd, Canada

For more information about this database visit

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