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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

Kĩ năng: Nhập liệu, Phát triển cơ sở dữ liệu, Excel, Thị trường thương mại, Nghiên cứu

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Về Bên Thuê:
( 0 nhận xét ) Buenos Aires, Argentina

ID dự án: #19820969

15 freelancer đang chào giá trung bình $990 cho công việc này

zekovicm

Hi there, In 30 days i can provide you around 600-1000 those companies with all mentioned data points . I have access to Linkedin premium . Please feel free to contact me so that we can discuss further details. Thank Thêm

$1500 USD trong 30 ngày
(134 Nhận xét)
7.3
Stefanie2000

Hi, I can help you find family offices in the countries listed by you. I did a very similar research for family offices in Malaysia and partially in the USA some time ago when I was searching for funding opportunities Thêm

$750 USD trong 10 ngày
(21 Nhận xét)
5.3
c4cuteconain

We are a team of professionals with a decade of experience working in a US based company with excellent Typing speed and all other expertise required for this project. Can help you with this project as per your require Thêm

$750 USD trong 10 ngày
(52 Nhận xét)
5.6
Baibsma

Hi Dear Client I can Provide you USA business Owners 400k contacts with full detail in excel verified and cleaned bounce rate 1% we discuss more with sample thanks

$1125 USD trong 7 ngày
(22 Nhận xét)
5.1
muradeltaher

Hello There , My Name Is Murad And I’d like to be considered for your position. As per your requirement, i would like to tell you that i have a very strong experience of more than 5 years in the field of Data en Thêm

$1250 USD trong 20 ngày
(91 Nhận xét)
5.3
apoloargentina20

Hello, I'm familiar with data analysis and collection, and able to search and research those data you want via internet, linkedin and others professinoal websites. I have no experience in searching family offices, but Thêm

$750 USD trong 14 ngày
(10 Nhận xét)
4.4
sotnikovuri

@@@ NO problem data entry expert HERO! I have deep experience of data entry using various DB I read your description carefully and make sure that i can do it perfect. I hope to discuss with you in detail on ch Thêm

$1000 USD trong 20 ngày
(1 Nhận xét)
4.0
tabonk82

Hello Have a Good Day. I would really like to work with you on this one if possible! I went through the job description and understood your requirements. I do have a couple of questions, but first I would like to ma Thêm

$750 USD trong 30 ngày
(57 Nhận xét)
4.1
bluesea1990

Hello. Welcome! I'm excited that you’re here! ✅ I have fully read the task, and assure that I can complete the task with no error. ☻My idea :" It proves that the best food is honest food, made to uncomplicated recipe Thêm

$750 USD trong 7 ngày
(6 Nhận xét)
3.6
saqibraza2262

prior [login to view URL] web searching skills are excellent. database search..web and LinkedIn. able to provide you max 50 family offices in USA for 400$. I will use LinkedIn too. I will give some samples tomorrow if yo Thêm

$750 USD trong 10 ngày
(8 Nhận xét)
3.1
DmitryUA

Hello, Nice to meet you. I've been working for [login to view URL] for 10 years. My job was to gather contact information of C-level management for private banking and wealth management firms, family offices, hedge fun Thêm

$1125 USD trong 21 ngày
(2 Nhận xét)
3.1
AkashW

Hello Chief, I have read the project specifications furnished by you. I will assist you in the development of the website platform. I'm well versed with all your technical requirements i.e. Laravel, React.JS, and ot Thêm

$1125 USD trong 25 ngày
(1 Nhận xét)
2.2
AkashDigonto

I want to do this job. Please give me the opportunity.

$777 USD trong 20 ngày
(0 Nhận xét)
0.0
IonelAun

I am offering a development service and I promise quick turnaround, unlimited revision, great customer service.

$1200 USD trong 30 ngày
(0 Nhận xét)
0.0
$1250 USD trong 20 ngày
(0 Nhận xét)
0.0