Family Office Database
A family office database is a structured dataset of family offices with profiles, mandate signals, and role-mapped contacts used for allocator discovery, outreach, and diligence.
Allocator relevance: A database is only as valuable as its decision-maker accuracy, mandate fit fields, and freshness—otherwise it becomes a noisy list.
Expanded Definition
A “family office database” can mean two very different things:
A basic directory/list: names, websites, maybe an address. Useful for discovery, but not operationally reliable for outreach.
An allocator intelligence system: decision authority mapped, mandate fit fields (asset class, sector focus, liquidity preference, geographic focus), contact verification, and evidence-backed data governance.
For fundraising and allocator targeting, the difference is everything. Family offices are not standardized institutions: governance can be principal-led, CIO-led, or committee-driven, and titles can be misleading. The highest-value fields are therefore not “how many records,” but decision chain, role validation, and last verified signals.
A high-grade family office database should clearly separate:
- Confirmed vs inferred preferences (source confidence)
- Field-level freshness (not just “profile updated”)
- Coverage measurement against a defined universe (coverage universe + coverage rate)
- Deduplication/entity resolution across holding companies, trusts, and SPVs
For Altss use cases, this is where OSINT becomes a differentiator: not scraping for volume, but building evidence-weighted profiles that reduce false positives and reputational mistakes (e.g., emailing the wrong person, mislabeling a principal, or assuming a mandate that isn’t real).
Key Takeaways
- A “database” must be intelligence-grade to be usable for outreach.
- Authority mapping + freshness + confidence are the core value drivers.
- Coverage is meaningless without a defined universe and field quality.