Data for Family Offices Database

The requested job posting requires the data gathering and collection from internet, Linkedin and any other data-bases or sources available in order to prepare an exhaustive list of Family Offices based in Latin America or that have their main activity and client base in Latin America. Ideally, the database should encompass the full list of Family Offices dedicated to service Latam Families with over $50m in assets under management. The main countries for the research will be Mexico, Argentina, Brasil, Chile, Uruguay, Paraguay, Perú, Colombia, Panama, Ecuador, as well as countries such as Switzerland, Luxembourg, USA, Spain and Andorra who cover and deal with Latam families. Family offices are a rapidly growing segment of the global financial and investment world. There are many types of family offices typically formed after the sale of a family business or a realisation of significant wealth. Many function as private wealth management firms that service ultra-high net worth investors. Family offices can offer a total outsourced solution to managing the financial and investment activities of ultra-high net worth investors. Classification includes Single Family Offices and Multi Family Offices. The database should contain ideally around 200 Family Offices within the region or servicing the region’s families, with between 1 and 3 relevant individual contacts per entity. The applicant will prepare an online google spreadsheet online as per the below format: Family Office Name Surname Position Email Phone Linkedin link FO’s AUM City Website Office Type* *MFO: Multi Family Office *SFO: Single Family Office Timeframe The database should be completed within 30 days from the start of the job. The candidate should indicate: His/hers previous experience in Family Office or wealth management databases Which databases he/she has access to (for example, Linkedin Premium) The number of Family Offices that the candidate considers will form the database (i.e. 50, 100, 200, etc.), and the fees expected in USD based on that estimate Date available to start the job Payment 50% at the start of the project, against a sample of 10 Family Offices 50% with delivery of the database