Compile Verified U.S. Single Family Offices

FAMILY OFFICE LEAD GENERATION INSTRUCTIONS (U.S.-Based Only)
Goal
Build a list of 1,000 verified U.S.-based Single Family Offices (SFOs) that actively invest or manage capital on behalf of a single wealthy family. These should be true SFOs, not advisors, RIAs, multi-family offices, or brokers.

WHAT TO INCLUDE
Each verified family office entry should contain:
Name of the Family Office
Website URL (if available)
Location (City, State)
Email Address
Phone Number (if available)
LinkedIn Profile URL (for the family office or principal)
One recent real estate deal/project they have completed (if available)
Brief Note or Description (1–2 sentences summarizing their investment focus, industry background, or notable info)

WHAT TO AVOID
These DO NOT qualify as single family offices:
Registered Investment Advisors (RIAs)
Multi-Family Offices
Wealth Management Firms
Private Banks
Hedge Funds or PE Firms serving multiple clients
Real estate brokers or investment consultants
Non-U.S. entities

--Only direct-investing, U.S.-based, single family offices managing a family’s wealth.

RESEARCH SOURCES
Use these first, as they’ve proven helpful:
https://fundcomb.com/funds/cooper-family-office — explore all other family office listings on this site
LinkedIn
Family Office directories and press announcements
SEC filings or PRs confirming private ownership

VERIFICATION TIPS
Look for phrases like:
“Founded to manage the wealth of the Smith family…”
“Private investment office of the Doe family…”
Avoid any mention of outside clients or asset management services
Confirm the family office is based in the U.S.
Prioritize clarity over speed. No guessing.

SUBMISSION FORMAT
Use a spreadsheet with these columns:
Family Office Name
Website
Location
Email
Phone
LinkedIn URL
One recent real estate deal/project
Notes