Answered By: Andrea Schulman
Last Updated: May 20, 2016     Views: 369

Q.
Family Offices and Family Trusts
How do I identify the investment firms that are family offices or family trusts servicing wealthy families?

A.

Use Preqin

  1. Click on Private Equity
  2. Click on Investor 
  3. Click on Search by Type/Location.  Select Family Office - Multi or Family Office - Single under Institutional Private Wealth.

CB Insights

  1. Mouse over search and select Investor-Acquirer search
  2. Mouse over Investor Info and select Family Office in the Investor Type box.

Locate Family Offices using Capital IQ and the Investment Firm Type- Family Office/Family Trust.