FundSvcs Community

We have been asked to track Family Office information for high wealth families. In all of our prospect researching efforts, we are not aware of a way to discover families who have these. As a matter of fact, in my 12 years in higher ed fundraising, I have only ever been aware of a handfull of families with them and that was discovered by word of mouth with the donor. Can anyone lend insight if there is a way to find out this information?

We have been asked to track Family Office information for high wealth families. In all of our prospect researching efforts, we are not aware of a way to discover families who have these. As a matter of fact, in my 12 years in higher ed fundraising, I have only ever been aware of a handfull of families with them and that was discovered by word of mouth with the donor. Can anyone lend insight if there is a way to find out this information?

Hi John, we literally had to google the definition, as we were not given any guidance. We already track family foundations through organization relationships, and for consistency, would track this the same way. I was just wondering if anyone else knew of a source other than word of mouth to gain knowledge that a donor has a family office.

We have been asked to track Family Office information for high wealth families. In all of our prospect researching efforts, we are not aware of a way to discover families who have these. As a matter of fact, in my 12 years in higher ed fundraising, I have only ever been aware of a handfull of families with them and that was discovered by word of mouth with the donor. Can anyone lend insight if there is a way to find out this information?

Hi John, we literally had to google the definition, as we were not given any guidance. We already track family foundations through organization relationships, and for consistency, would track this the same way. I was just wondering if anyone else knew of a source other than word of mouth to gain knowledge that a donor has a family office.

We have been asked to track Family Office information for high wealth families. In all of our prospect researching efforts, we are not aware of a way to discover families who have these. As a matter of fact, in my 12 years in higher ed fundraising, I have only ever been aware of a handfull of families with them and that was discovered by word of mouth with the donor. Can anyone lend insight if there is a way to find out this information?

I believe the desire to track it is because it is just another indicator of high wealth. We have both ResearchPoint and DonorSearch, neither of which flag such affiliations. Sounds like it is just not possible to find anywhere other than learning it directly from the family.

Hi John, we literally had to google the definition, as we were not given any guidance. We already track family foundations through organization relationships, and for consistency, would track this the same way. I was just wondering if anyone else knew of a source other than word of mouth to gain knowledge that a donor has a family office.

We have been asked to track Family Office information for high wealth families. In all of our prospect researching efforts, we are not aware of a way to discover families who have these. As a matter of fact, in my 12 years in higher ed fundraising, I have only ever been aware of a handfull of families with them and that was discovered by word of mouth with the donor. Can anyone lend insight if there is a way to find out this information?

We have been asked to track Family Office information for high wealth families. In all of our prospect researching efforts, we are not aware of a way to discover families who have these. As a matter of fact, in my 12 years in higher ed fundraising, I have only ever been aware of a handfull of families with them and that was discovered by word of mouth with the donor. Can anyone lend insight if there is a way to find out this information?

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Rita S. Williams
Director of Advancement Services
High Point University, High Point NC
rwillia0@highpoint.edu
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