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 Office Professional Contact Information

Target lucrative family office contacts within the U.S. and internationally. Professional information includes:

• Name
• Title
• Firm Name
• Address
• City, State, Country
• Phone Number
• Email Address
• Business Descriptions

Family Offices and Service Providers Information

Continuously monitored and updated information on over 4,000 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
• 19 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
• 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

Call MMD to set up a demo at +1 434.977.1450