Multi-Family Office Database
A multi-family office database is a dataset of MFOs with profiles, mandates, and role-mapped contacts used for allocator targeting and diligence.
Allocator relevance: Supports sourcing and routing into MFO decision pathways—especially valuable when distinguishing discretionary allocators from advisors.
Expanded Definition
An MFO database is valuable when it captures: service model (discretionary vs advisory), asset class focus, geographic coverage, client segment, and verified contacts tied to decision authority. MFOs can look similar on the surface; the database must clarify who actually decides and how capital is allocated.
Because MFO teams and brands shift, verification status and last verified fields are critical.
How It Works in Practice
Users filter MFOs by geography, mandate, and service model, then build target lists and route outreach based on CIO/IC vs relationship managers. Watchlists and change detection are useful because staff changes can break routing.
Decision Authority and Governance
Data governance defines classification rules (what counts as discretionary), evidence thresholds, and recency policies. Without governance, MFO lists blur advisors and allocators.
Common Misconceptions
- MFO database is the same as a family office database.
- Any MFO contact can approve allocations.
- Service model doesn’t matter for targeting.
Key Takeaways
- Service model classification is the key value.
- Verified authority mapping drives actionability.
- Recency and confidence prevent misrouting.