Single Family Offices in the Americas ex-USA
This is an online searchable database providing detailed information on 200 single family offices located in the Americas other than the USA. Updates are added to the database weekly. The database can be searched by multiple criteria, including family office name, by name of family, by country, by 11 ranges of assets under management, by 29 job types, and by asset allocation including both traditional and alternative assets.
Single Family Offices in the Americas ex-USA contains structured data on 200 single family offices in the following countries: Bahamas, Brazil, British Virgin Islands, Canada, Cayman Islands, Chile, Mexico, Netherlands Antilles, Panama. The profiles of each single family offices contain the following data: Identity of single family office; identity of the family behind the SFO; the family office assets under management in one of 10 ranges from $10 million to oer $15 billion;analytical description of the family office, including background to the family's wealth formation, current wealth status, role of the family office, investment strategies; asset allocation, sample investment holdings. Names & job titles of key personnel, including emails where available
Please note: This is an online database.
- 1. Identification of 200 single family offices
- 2. Idenification of the families behind the single family offices
- 3. Ranges of assets under management of the 1,100 single family offices
- 3. Analytical description of each family office.
- 4. How the families gained their wealth. the role of their familiy offices.
- 2. Idenification of the families behind the single family offices
- Investment Strategies. Asset allocations.
- Philanthropy activity and private foundations.
- 5. Investment management personnel in each family office by name and job title.
- 6. Specific asset allocations of the family offfice.
- 7. Special focus on single family offices allocations to private equity, venture capital, and real estate investments.
- 6. Specific asset allocations of the family offfice.
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