FC: Inside the Family Office: A FIELD Immersion

Resources outlined below may be helpful in your work with your partnered family office. Please reach out to Baker librarian Austin Haley, or contact Baker Library directly for help with your projects this spring. We are happy to meet with you for individual or group research consultations to help identify relevant resources at Baker library and beyond.

Family Offices and Family Trusts - describes how to search for family offices by location and investment activity, using various databases available through Baker Library.

PE & VC investors by investment criteria - describes how to screen for PE & VC investors by location, stage of investment, and industry.

LSEG Workspace - a comprehensive financial database that includes public company data, equity research from brokers, transaction data, and much more. They also have a foreign exchange dashboard that includes cryptocurrency spot prices and indices.

Industry Research - describes what databases are available for industry and market research reports, including by country or specific region.

Relevant industry publications:

• Pitchbook and Preqin both include reports and other publications on private capital investment.

  • In Pitchbook see the “Research Center” in the left-hand menu.

  • In Preqin look under “Insights+ Research” in the top menu.

• Private Equity International

• Private Equity Real Estate

• The Information

Article databases: Which to choose? - provides an overview of various business focused article resources available from Baker Library.

Access to Newspapers: Bloomberg.com, Financial Times, The Wall Street Journal, and others

Selected readings:

• How to Set Up a Successful Family Office (Bloomberg.com, December 2025)

• Bank of America Family Office Study (Bank of America, October 2025)

• 2025 Family Offices Compensation Survey [PDF] (Heidrick & Struggles)

• 2025 Investment Insights for Single Family Offices (BNY Wealth, free registration required to access PDF)

• Engaging the Rising Generation - Practical Advice from Future Family Leaders and Family Office Executives (Norther Trust)