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Standard & Poor’s Global Family Offices

Choice of:

• Global

• US

• International

MMD Helps You Find:

Who to contact and where
How much money is currently being managed
Wealth managers and how to reach them

MMD Provides In-Depth Family Offices Data

Have the option to identify and prospect by Global, US or International. MMD provides information on the following types of Family Offices and Service Providers

  • Single Family Offices
  • Multi-Family Offices
  • Family Office Service Providers

Family Offices and Service Providers Information

Continuously monitored and updated information on single and multi-family offices and family office service providers globally. Obtain information on these key details, including:

  • Identification of Family Offices - Single and Multi-Family Offices, as well as Private Banks with Family Offices
  • Family Office Service Providers w/ subset search on Private Banks without family offices, and other Wealth Managers
  • Job Classifications including: Head of Family Office, Chief Investment Officer, Estate Planning Contact, Client Relationship Officer and Tax Planning Contact
  • Total Assets Under Management (when disclosed)
  • Areas of Current and Future Investment Interest
  • Family Office External Relationships with Investment Managers, Consultants, Custodians and other Service Providers
  • Biographies
  • Search functionality and reports that will allow you to find specific firms quickly

All information can be searched by a multitude of criteria and downloaded into Excel

Access this information anywhere at anytime through web-based MMD WebAccess

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