Tag Archives: Family Office Database


The demand for family office help has increased as the number of wealthy families continues to rise throughout the world. Private wealth management advice companies known as family offices offer a variety of services to extremely wealthy people and their families. These services may include philanthropic planning, tax planning, estate planning, investment management, and more.

A family office’s main objective is to offer comprehensive and personalized service to accommodate each family’s particular demands. This strategy contrasts with conventional wealth management strategies, which frequently have a transactional mindset and emphasize items more than people.

Family offices can be set up in a variety of ways, including as a single-family office (SFO) or a multi-family office (MFO). SFOs are typically established by a single ultra-high-net-worth family to manage their wealth and affairs. MFOs, on the other hand, provide services to multiple families and can be a more cost-effective option for families with smaller net worths.

One of the main benefits of working with a family office is the level of personalized attention and care that families receive. Family office professionals take the time to get to know each family member, their unique goals and objectives, and the dynamics of the family. This allows them to create customized strategies and solutions that are tailored to the family’s specific needs.

Working with a family office has several other benefits, including the range and depth of services they provide. Families can combine their services with one provider, so they just need to engage with one advisor for all of their financial management needs. Their financial lives may become simpler as a result, and there may be less chance of a breakdown in advisor-client communication.

Family office can also give families access to specialized financial options that might not be accessible to the general public. This can involve making direct investments in private businesses, private equity investments, and more. Family office experts can aid in the development of varied and successful investment portfolios for families by utilizing their networks and specialized knowledge of the market.

Overall, family office offer a comprehensive and personalized approach to wealth management that can help ultra-high-net-worth families to achieve their financial goals and preserve their legacies for future generations. Whether working with a single-family or multi-family office, families can benefit from the customized services, unique investment opportunities, and high level of care that family office professionals provide.

Challenges Involved in Family Offices 

Family offices are faced with many obstacles that can make it difficult for them to achieve their primary goal of managing the wealth and assets of wealthy families. These difficulties may result from shifting family dynamics, technology improvements, and changes in the global economic environment. The top 5 issues that family offices confront will be covered in this post along with solutions.

Challenges in Family Offices

Challenges in Family Offices

Increased Accounting and Reporting Complexity

As family offices become more complex, there is an increased need for accurate and timely accounting and reporting. This can include financial statements, tax filings, performance reports, and other customized reports that meet the unique needs of each family. Family offices may also have to deal with complex tax and regulatory requirements, which can be difficult to navigate. To overcome this challenge, family office can invest in advanced accounting software and engage the services of a qualified accounting and reporting team.

Data Security

Family offices handle sensitive financial information, making them a target for cyber-attacks and data breaches. Data security breaches can have serious consequences for families, including financial loss and reputational damage. Family office can implement a variety of data security measures, such as firewalls, antivirus software, data encryption, and regular employee training to prevent data breaches.

Generational Change

As family offices transition from one generation to the next, there can be significant changes in the family’s investment objectives, risk tolerance, and governance structures. This can create tension between family members and make it difficult for family offices to maintain the trust and confidence of their clients. Family office can overcome this challenge by implementing effective governance structures, fostering communication between family members, and engaging the services of a qualified family advisor to facilitate the transition process.

Staying abreast of Technology

As technology advances, family offices must stay up to date with the latest developments to remain competitive. This can include the use of advanced analytics, artificial intelligence, and other technological tools to improve investment decision-making and portfolio management. Family offices can overcome this challenge by investing in technological infrastructure, hiring skilled professionals with expertise in emerging technologies, and engaging in ongoing training and professional development.

Scaling Staff Resources

Staff resources may become strained when family offices expand and take on more clients. This can involve difficulties in finding, educating, and keeping trained specialists with the requisite experience to satisfy the particular requirements of each family. Family office can overcome this difficulty by implementing successful recruitment and retention methods, such as providing competitive wage packages, flexible work schedules, and ongoing professional development opportunities. Family offices can also contract out some tasks to outside service providers to bolster their internal resources.

Overcoming Family Office Challenges

In managing their wealth, and assets, and meeting the requirements of their families, family offices encounter several difficulties. The top 5 strategies that family offices can use to meet these difficulties are as follows:

Overcoming Challenges

Overcoming Challenges

Accepting the selection procedure

The complexity of accounting and reporting is one of the biggest problems family offices encounter. Family offices should accept the selection process and thoroughly consider the available technological options to address this. Family office can narrow down their list of potential providers, make a thorough RFP (Request for Proposal), and assess the solutions in terms of features, pricing, and other aspects. This makes it easier to decide and identify the best solution to suit the requirements of the family office.

Looking for software that is appropriate for the task at hand and combines with existing solutions

Another key issue for family office is data security. Family office can get around this problem by choosing software that works well with existing systems and is appropriate for the task at hand. This aids in preserving data accuracy and speeding up data flows between various systems. Family offices can reduce security risks by selecting the proper provider with a data security and privacy track record.

Evaluating In-house versus outsourced solutions

Family office often face the challenge of scaling staff resources. They can overcome this by evaluating in-house versus outsourced solutions. Family offices can leverage outsourcing to augment their existing staff and supplement their capabilities. Outsourcing can help family offices tap into specialized expertise and reduce costs associated with hiring and training. On the other hand, in-house solutions provide better control over processes and foster better communication and collaboration among team members.

Considering security measures that go beyond technology

Family office should consider security measures that go beyond technology. They should set up strict policies and practices for handling sensitive data and educate personnel on data security best practices. This promotes safety awareness and culture inside the family office.

Closing the generational gap

Family offices must also contend with the substantial challenge of a generational shift. By fostering an atmosphere that encourages open communication and intergenerational collaboration, family offices can close the generational divide. This can be accomplished by establishing family councils, mentorship programs, and other programs that promote intergenerational sharing of knowledge and ideas. Family offices can equip the following generation to assume leadership roles and successfully manage the family’s wealth and legacy by fostering a culture of learning and development.

Magistral’s Services on Family Offices

Family offices provide a variety of services that help high-net-worth families manage their wealth and achieve their financial goals. We provide the following services to support Family offices:

Direct Investments

A family office can assist with direct investments in private companies, real estate, and other alternative investments. Family offices can provide deal sourcing, due diligence, and investment structuring services. They can also help with the execution of transactions, negotiations, and ongoing management of investments. Family offices with experience and expertise in direct investments can provide value-added services to families seeking to diversify their portfolios.

GPI/Hedge Fund Selection

Family office often work with a variety of investment managers and service providers to help clients achieve their investment objectives. A family office can assist with the selection of GPIs/hedge funds, performing due diligence, and negotiating fees and terms. They can also help with the ongoing monitoring of investment managers and their portfolios, providing regular updates to clients on the status of their investments.

GP/Hedge Fund Performance Monitoring & Reporting

Family office provide ongoing monitoring and reporting of GPI/hedge fund performance. They track and analyze the performance of investment managers, assessing their ability to generate returns and manage risk. Family offices also provide regular reports to clients, summarizing performance, and providing insights into the performance drivers of GPIs/hedge funds.

Portfolio Management

Family office provide portfolio management services to help clients achieve their investment objectives. They work with clients to design investment portfolios that are aligned with their goals, risk tolerance, and time horizon. Family offices can also provide ongoing monitoring and rebalancing of portfolios to ensure they remain aligned with clients’ investment objectives.

Fund Strategy of Family Offices

Family offices provide fund strategy services to help clients develop and implement investment strategies that are aligned with their goals. They work with clients to assess their investment objectives, risk tolerance, and time horizon and then design and implement investment strategies that are tailored to their needs. Family offices can also provide ongoing monitoring and reporting of fund strategies, ensuring that they remain aligned with clients’ objectives.

About Magistral Consulting

Magistral Consulting has helped multiple funds and companies in outsourcing operations activities. It has service offerings for Private Equity, Venture Capital, Family OfficesInvestment BanksAsset Managers, Hedge Funds, Financial Consultants, Real Estate, REITs, RE fundsCorporates, and Portfolio companies. Its functional expertise is around Deal originationDeal Execution, Due Diligence, Financial ModellingPortfolio Management, and Equity Research.

For setting up an appointment with a Magistral representative visit www.magistralconsulting.com/contact

About the Author

The article is Authored by the Marketing Department of Magistral Consulting. For any business inquiries, you could reach out to  prabhash.choudhary@magistralconsulting.com

Introduction to Investors Database

An investors database is the list of persons who engage in investment activity and is used to create targeted marketing campaigns. Investors databases are created by various sources and are usually highly guarded due to their potential value.

People who want to access an investors database must pay a fee charged per entry. Rather than searching through the entire database, they can search by precise parameters, such as seeking investors in particular demographic groupings. The information that is available through a database of investors varies. Names and contact information, and information about investing history are supplied to generate a picture of the kind of assets that persons on the list are interested in accessing. Race, marital status, earnings, and other criteria can all be collected using databases. This data is obtained through surveys and other methods and can be used in several marketing efforts.
People looking for investors can use an investors database to create a target market and advertise to generate initial interest and get a venture off the ground. People looking for a particular type of investor, such as a philanthropist looking to invest in charitable causes, can use specialty products such as databases with high-net-worth investors. A list of investors who meet the search parameters will be provided, and the person could contact those investors as needed. Access to an investor database with complete access to all listed investors is possible, but it is usually costly. People usually need statistics programs and other tools to process all the database entries because viewing all the relevant information at once could be overwhelming. Because the original database proprietor does not want the product to lose value, individuals with complete access are often prohibited from reselling the data they buy.

Features of Magistral’s Investors Database



Magistral's Investors Database Features

Magistral’s Investors Database Features

Updated Data

Updating new quantitative and qualitative data is vital to the investor database. Constantly adding newer entrants to the database gives a competitive advantage for that database over its competitors while also providing satisfaction for the clients that have paid for the service. At any given point in time, multiple analysts update the Magistral’s investor database on an ongoing basis

Accurate Data

When choosing an investor database, accuracy is critical. The data is undoubtedly sourced from reputable global sources by a third-party data provider. Examples are government listings, company directories, trade shows, websites, top journals, opt-in email addresses, and other authentic data sources. Furthermore, obsolete data serves no purpose. The purchaser must check if the provider does routine inspections to keep the investors database clean and relevant. A comprehensive purchase-ready database can engage with important investment decision-makers and convert them into qualified leads. Magistral sources its information from all reputed sources and provides verified information.

Reasonable Pricing

When buying an investor database, price is critical. Some database providers offer data for free. However, the database may be limited or have data fields that are missing or outdated. As a result, when looking for an investors database provider, the cost should be considered while ensuring that the other services are available. Magistral’s investors database only costs a few thousand dollars and provides the best value for the buck.

Additional Services

Providing more customized services along with the database adds to the value of any Investors Database. Customized leads of General Partners, Limited Partners, angel investors, and other investors tailored to the needs are hard to come by. So, supplying them will be a huge bonus. When it comes to finding investors for the required business, the possibilities are endless. There will be much trouble categorizing the data, wasting time, and making the overall process take longer. As a result, a database solution should be looked to separate data based on the investor’s industry, investment type, and other factors. An investor database should categorize and answer these questions based on investment focus, types, earlier investments, and geographies. Having the categorized data allows to easily search the database for investors who are suitable for the company. Therefore, less time can be spent exploring data and more time on innovative marketing and fund-raising initiatives.

The custom search possibility should be available in the investor database. As soon as the target investor is found, custom search lets browse data at leisure instead of through each contact. An investor can be searched by name, by type from a dropdown menu, or by market and location, they often invest. A good investor list is received in seconds without searching through the entire investor database using a customized search.

Magistral’s investors database provides customizable search options. On top of it, it offers customized services for leads generation depending on the specific requirements of the clients

Magistral’s Investors Database Composition

Magistral provides thousands of leads from Limited Partners, General Partners, HNIs, and other investors from across the globe.

Composition of Magistral's Investors Database

Composition of Magistral’s Investors Database

A lead’s information includes their name, verified email address, phone number, company name, address, and investment mandate. Magistral’s investor database is extensive, and a single-user subscription costs $2500 with a 6-month access window. In addition, five hundred personalized leads are provided, specially tailored for requirements. A continuous secondary search on the internet and referrals and personal contacts are the key database information sources. A committed crew updates the database daily. The database follows GDPR, but the user must ensure that the information given to leads is relevant to them and the needed disclaimers. It is not a clever idea to bombard leads with information. Magistral’s investor database is looked after by the in-house staff, who work on various fundraising projects and find these leads. Because these leads have previously been used to generate funds, they are trustworthy. This database is also for customers on a tight budget who want to get started with the least amount of money necessary. These could be emerging managers or unfunded startups.

Additional Services offered with Magistral’s Investor Database

For the leads not in the database, customized leads at a competitive rate of $1/lead can be provided. The analyst can be contacted and asked for a customized research quote if more information about an investor is needed than what the lead provides. Magistral Consulting supplies numerous value-added services to its clients, several of which are listed below. These additional services should not be confused with Magistral’s investor database.

Fundraising and investors reach out support

-Help with marketing and communications

-Target company profiling

-Due Diligence

Within three weeks of formal sign-off, customized leads would be given. For all inquiries, the client will be assigned a single point of contact. Magistral can also be contacted through the database. The outputs will be delivered in MS Excel and MS PowerPoint formats.

About Magistral consulting

Magistral Consulting has helped multiple funds and companies in outsourcing operations activities. It has service offerings for Private Equity, Venture Capital, Family OfficesInvestment BanksAsset Managers, Hedge Funds, Financial Consultants, Real Estate, REITs, RE fundsCorporates and Portfolio companies. Its functional expertise is around Deal originationDeal Execution, Due Diligence, Financial ModelingPortfolio Management and Equity Research.

For setting up an appointment with a Magistral representative visit www.magistralconsulting.com/contact

About the Author

The article is Authored by the Marketing Department of Magistral Consulting. For any business inquiries, you could reach out to prabhash.choudhary@magistralconsulting.com


Decades ago, investment was done mainly through referrals or through knowledgeable sources like banks and private investment which was heavily based on the financial statement analysis of a company. The investors in the company were far and few. With no internet and adequate means of communication, investment or expansion of a company was a herculean task, then. Investors Database came into existence riding on the internet and information availability.

The world has now progressed to a stage where there are companies that are specifically dedicated to researching and providing access to investors’ databases. Although there are a plethora of options for startups or firms to raise money, there are very limited ones for Private Equity, Venture Capital, Hedge Funds, or Emerging Managers. Even if there are options, the prices for the same are prohibitive specifically for Emerging Managers who are on a shoestring budget.

Magistral’s Investors database

Our investors’ database is a collection of useful information about investors like LPs and GPs such as Private equity firms, Venture capitalists, Investment banking, Sovereign Wealth Funds, Family Offices, HNIs, and investment management firms. Each lead contains information such as their contact name, contact email, designation, company address, investment interests and specializations, investment geographies, and philosophy, etc. which is obtained mainly through sources such as secondary research, referrals, and personal contacts.

The purpose of the investor database is to facilitate the interactions between investors and business owners or Investment Managers and Limited Partners to invest in their firm or the fund. This can be done for multiple purposes such as seed capital funding, early-stage funding, expansion of business as well as late-stage funding in the case of companies. For funds, the obvious benefit is to close the funding rounds faster

Magistral consulting has a database that consists of General Partners, Limited Partners, Angel investors, and High Net Worth individuals (HNI’s) who have the resources and money available to invest in a business or a fund.

Problems with Other Solutions in the Market

There are various questions that one must answer before one agrees to pay for an investor database. Some of them are –

Costs: the costs associated with a database are large with some being as expensive as $30,000 to $80,000 for complete access. Costs are prohibitive for Emerging Managers.

Ease of Use: Very few players in the market allow for an easy-to-use interface for accessing the database

Excessive Information: Most of the information provided is not really relevant for a company. They need access to a limited number of resources.

Customized leads: Customized leads of GP’s, LPs, angel investors, etc. tailored as per your requirements are not easily available in the market. They have to pay for accessing the entire database.

Features of Magistral’s Investor Database

The database of Magistral consulting is exhaustive with $2500 cost for a single user license which has an access window of 6 months. In addition to these, an additional 500 customized leads are provided which is specifically tailored to suit your needs. So, for example, if you are looking for investors in Latin America in the specific domain of real estate specifically, these can be researched and given access to customized leads.

In addition to these is the fact that these leads are researched and updated on a daily basis by a dedicated team of analysts so that you can stay up to date with the latest list of investors in the market.

A simple, easy-to-use interface offers ease of use without any technical support required.

Magistral consulting offers a list of over 5000+ general partners, 3000+ limited partners, 1000+ angel investors, 3000+ other HNI’s across the geographies of the United States, United Kingdom, Europe, India, and the Rest of the World.

A snapshot of sample data is given below:

Database Sample Data

Sample Data from the Database

Frequently Asked Questions (FAQs)- Magistral’s Investors Database

What type of investors are there in the database?

The database contains 25000+ leads of international Limited Partners and General Partners


How do I search the database?

It is very simple. You are given a user id and password and you can access the database immediately upon receiving the login credentials.


What investor information is provided in the database?

Following are the fields of information that are provided upon accessing the database.

Company name, company type (family office, private equity, venture capital, etc.), name of the investor, email id, LinkedIn id, company address, and the industries they invest in.


What is the source of information of the database?

The primary source of information about the database is a continuous secondary research on the internet as well as referrals and private contacts.


What is the frequency of updating the database?

The database is updated on a daily basis by a dedicated team


How much does it cost?

It costs $2500 for a single-user license which is valid for 6 months. Customized leads are provided in addition as a value-added benefit to our clients.


Can I trust the database?

Yes, you can trust the database wholeheartedly as these are well researched by our internal team.


Do you introduce the investors as well to the contacts I find?

No, as a practice we don’t introduce the investors to our clients. However, there are several value-added services that Magistral consulting offers to its clients, some of which are given below. These are separate from the investor database.

1. Fundraising and support

2. Marketing and communications support

3. Target company profiling

4. Due diligence

These are just some of the services that Magistral offers to its clients. For more details, drop a line at https://magistralconsulting.com/contact/


Can I download the data?

No, you cannot download the data. However, as mentioned earlier it is very easy to access. It is just like accessing an email or a web account where an account has a user id and a password.


There is a demo video for viewing how the database works available on youtube.com. Given below is the link given for it.

Link: https://www.youtube.com/watch?v=33tY_v737P0&t=16s


What are customized leads?

Customized leads are leads that are domain-specific or country-specific etc. which are provided on request. Say for example if one requests for real estate investors in Brazil, this can be provided upon request. This means 500 additional leads are given over and above the leads which are already present in the database.

Process of accessing the Magistral’s Investors Database

The process of accessing the database is given below.

Magistral Investors' Database Process

How to get access to Magistral’s Database?

Delivery and timelines

1. Database username and password would be sent to the client within 48 working hours after receiving the payment.

2. Customized leads would be delivered within 3 weeks from the date of formal sign-off.

3. The client would be assigned a single point of contact for all queries. The client can also contact Magistral through the database.

About Magistral consulting

Magistral Consulting has helped multiple funds and companies in outsourcing operations activities. It has service offerings for Private Equity, Venture Capital, Family OfficesInvestment BanksAsset Managers, Hedge Funds, Financial Consultants, Real Estate, REITs, RE fundsCorporates and Portfolio companies. Its functional expertise is around Deal originationDeal Execution, Due Diligence, Financial ModelingPortfolio Management and Equity Research.

For setting up an appointment with a Magistral representative visit www.magistralconsulting.com/contact

The article is an effort of the Marketing function of Magistral Consulting. For any business inquiries, you could reach out to prabahsh.choudhary@magistralconsulting.com