List of Single Family Offices in North Carolina

Nearly Our Family Part Lists

Our database contains valuable data from over iii,500 family office firms, representing six,951individual decision-makers. These family role firms have a commonage AUM well over $4 trillion, making them an indispensable resource for raising majuscule, too as contacting today'southward ultra-loftier net worth family unit office investors.

Our family unit office lists are a true nugget to clients. They are designed with the intent to help our clients:

Improve their power to heighten capital and increase client funding
Save fourth dimension and money over the traditional uppercase conquering process
Provide institutional-level resources to small businesses, entrepreneurs, and managers
Contribute to our clients' success

Using the information nosotros gather from the family offices in our network, we will be ameliorate poised to connect affluent family unit offices to our clients' unique goals and objectives.

Contents

Family unit Office List Products
Features of Our Family Office Lists
Types of Family Offices
Who Can Use Our Family unit Office Lists
What to Look with Family unit Office Lists
Our Take chances Free Guarantee

Family Office Listing Products

We offering a variety of unlike lists to support your fundraising efforts throughout the world. Each of our lists contains fast, reliable and accurate family office data. Desire to get a feel for the information our lists provide? Download a free sample spreadsheet to see for yourself by filling out the form in the lefthand carte du jour.

North America

United states & Canadian contacts

International

Contacts worldwide excluding USA

Features of Our Family Part Lists

Our lists are created utilizing various sources and are meticulously maintained by our enquiry team. In the absence of in-person conferences, our team has joined many virtual groups and actively attends many virtual industry conferences and webinars worldwide to meet with investors and empathise what their investment objectives are.

As database management is a continuous process, we actively inquiry, update and refine the database on a daily basis. We use APIs to test the telephone numbers and the email address — plus we email the family offices quarterly to better empathize their investment objectives.

Robust Filtering Capabilities

Our filters brand it piece of cake to refine our family office lists downwards to a targeted grouping that are closely aligned with your investment strategy, values or industry. Filter past:

Newly added family offices
Newly updated family offices
Family office blazon (e.g. unmarried family unit only)
Preferred construction
Preferred industry
Family unit office size
Investment size
Location

Detailed Family Role Information

Developing relationships with potential family part investors starting time by researching the family function and its key players. Our lists help clients being their research and improve their pitch by providing important family part information, such equally:

Family name
Origin of wealth
Direct phone, address and email
LinkedIn profiles
Assets under management
Investment preferences
Website
Company clarification

Reliable & Accurate Databases

Accurateness is our primary goal. Our research team creates and maintains our database of family offices and the technology of our platform delivers it in a transparent and efficient manner.

By engaging with these investors straight through our outreach, ZOOM calls, conferences and events, our research team can better sympathize their financial goals and objectives. This ways that nosotros tin can continually refine and update our database to provide accurate investor profiles and contacts.

Every contact on our list has been verified in the last six months by email, telephone, or website.

Types of Family Offices

Our database was designed as a tool to raise capital and reach UHNW Family Part Investors, we accept defined the term "Family unit Office" to encompass several groups including:

Our family unit office lists include the various types of family offices, including:

Single family unit offices

A single-family unit part is a individual visitor or similar entity which exists to fulfil a wide range of tasks on behalf of a single family. They are generally established only by families with a net worth in excess of United states$150m and with sufficiently complex diplomacy to justify the expense – customarily in the club of 80 to 100 basis points of total assets under management (AUM).

Multi family unit offices

A multi-family unit office (MFO) is a platform that provides professional services to a group of families or individuals, who share the same team of staff. MFOs provide access to a broad range of experienced professionals and proven processes. Significantly, they are besides much more affordable than SFO's. All the same, it can be the instance in some smaller MFOs that 1 particularly 'ascendant' family absorbs most of the staff's time, potentially to the exclusion of the other clients.

Family foundations

A tax-exempt organization that is generally established as either a trust or corporation under land law. Management responsibility rests with directors or trustees, and 1 of the main distinguishing factors from stand-alone charitable trusts is that individual foundations can accept contributions from multiple donors. As a consequence, private foundations are frequently used by families seeking to found a lasting charitable legacy, allowing for family members' gifts to be pooled then distributed to exterior organizations (or used in-firm) at the direction of the foundation.

Family trusts

A family unit trust is designed to manage assets in accord with a family'south wishes on behalf of its beneficiaries, usually as part of manor planning. This allows families to set the terms under which their beneficiaries gain admission to their share of assets (e.g., collecting inheritance on their 25th birthday or a similar stipulation).

Asset management

This is a multi family office where registered investment advisors manage multi family unit investments. It is focused more on personal service of individuals. The concept of asset management focuses on developing effective strategies for a family's wealth. It deals with all fiscal aspects – financial planning, revenue enhancement planning, portfolio direction, retirement planning, estate planning, and more.

Who Tin Use Our Family unit Office Lists

Our investor database attracts many companies looking for premium grade lists of diverse institutional and private investors. Many of our clients utilize these lists to raise capital in the early to mid-stages. Through more than targeted lists, the lengthy fundraising process can be reduced. Our C-level contacts are ideal for service providers who find it hard to reach decision-makers.

Our sophisticated customer base of operations includes:

Fund Managers
Private Equity Managers
Financial Advisors
Private Wealth Managers
3rd-Party Marketers
Banker-Dealers
Business Start-ups
Public Companies
Luxury Service Providers
Co-investors

What to Look with Family unit Office Lists

When purchasing whatsoever list y'all should never expect that 100% of the contacts will become your customer. Purchasing a list is an investment and your focus is closing customers to recoup your investment and increase your revenue. Most times you volition but need a few customers to brand information technology a successful list.

To assist our clients build value and trust before reaching out to family unit role lists, we take created various educational resources. Through our subscription model, nosotros are able to get to know our customers and sympathize their unique services and/or investment opportunities then that we tin can better steer Family Part engagement.

Learn More

Our Delivery & Risk-Free Guarantee

Our platform offers a robust collection of information, yet users volition find information technology intuitive and easy to use. Our clients can use our premium family office platform to connect with a sophisticated audience with surprising ease.

Our clients tin depend on the accurateness of our data, thanks to the diligence of our enquiry team, whose daily efforts ensure the reliability of the data we present.

Our customers tin benefit from ongoing updates through the platform without paying any additional costs. Customers can take confidence in the reliability of the information, which uses a timestamp to show when the information was last updated.

We guarantee that each contact is a family role and that the information provided is up-to-date. Should any of our customers discover bug in the data, our platform offers a feature that allows them to flag the data for our inquiry team to review.

If our research team fails to update this data in a timely manner, the customer is entitled to a full refund for each contact.

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Source: https://familyofficelist.org/about-our-lists/