Single Family Office Database
A single family office database focuses on SFO entities that manage the capital of one family.
Definition
Definition A single family office (SFO) database is a dataset specifically cataloging offices that deploy one family’s proprietary wealth. It typically emphasizes governance structure (principal-led vs delegated), investment style, decision authority, and privacy constraints. Compared to broader “wealth” databases, SFO databases prioritize classification accuracy and decision routing. Allocator Context SFOs often have highly individualized mandates. They may allocate like institutions—or behave like entrepreneurs—depending on the principal and the wealth source. This variability makes “SFO database” valuable only when it captures real behavioral fields: liquidity comfort, concentration tolerance, preferred relationship style, and typical ticket size range. Decision Authority In many SFOs, the principal retains veto power. Even when there’s a CIO, final approvals often reflect principal preferences. A database that can’t distinguish “delegated CIO SFO” from “principal-led SFO” creates false targeting. Why It Matters for Fundraising SFO fundraising is won through fit + trust. The right SFO database helps identify families that can actually allocate to your strategy and routes you through the correct path. Key Takeaways SFOs require behavioral fields, not generic tags Delegation level is a critical filter Privacy and reputational constraints are often binding Accuracy matters more than record count