Our research methodology

FOQ LTDA publishes Family Office Quarters and controls publication decisions. Providers can supply evidence and corrections, but they do not approve coverage. The same source standards apply to every provider.

The research uses AI agents to inspect primary web sources and record claim-level evidence. AI tools also draft the copy. The editorial policy describes their roles.

The initial directory covers 11 named providers. It is a selected research catalog, not a census of the US market or an exhaustive assessment of every candidate considered during research.

Entries compare the public information available for the named brand, entity and service. Some providers have several affiliates or programs; a filing for one adviser does not establish the terms of every service sold under the wider brand. Incomplete public information remains a limit on the comparison, rather than a reason to fill a field by inference.

The model descriptions draw on Campden/RBC's September 2026 report. They are separate from the SEC's specific family-office exclusion, whose conditions concern defined family clients, ownership, control and public holding-out as an investment adviser. 1 2

The source must fit the claim. The research uses the following order of inquiry:

1. Regulators and official filings. SEC guidance establishes the terms of the family-office exclusion. An adviser's Form ADV or Form CRS supports facts about that named entity and the services the document covers.
2. Provider documents. Current service pages, disclosures and fee documents support what the provider says it offers. They do not independently establish service quality or what every client receives.
3. Original research. Survey findings retain their population, geography, fieldwork or reporting period and measure. An average from selected offices is not a quote for a family's engagement.
4. Secondary material. Other reporting or a company social profile may supply context or a research lead. A narrow description can be identified as such; it does not substantiate an unverified fee or operating model.

Each material figure needs its source, date, entity, service and measure. A date beside a source can refer to the document, the data period or the day it was checked; those dates serve different purposes. An undated page is identified as undated.

Where sources differ, first check whether they describe different legal entities, services or periods. A brand-level service page and an adviser filing can both be accurate while covering different work. If the discrepancy cannot be resolved, the draft identifies the uncertainty or omits the disputed figure.

Unpublished material is a research lead. It cannot establish public pricing or service terms without corroboration. We also avoid carrying a historical fee into a current comparison when a newer document exists but its relevant terms have not been checked.

For the guides and directory, research agents opened official web pages and available filings, checked original reports and retained concise records of the claims, supporting passages and limitations.

The resulting material is desk research. It does not include firsthand use of family-office services, provider interviews or an assessment of a family's personal circumstances. Public claims about a capability remain attributed provider descriptions.

The initial research date is October 19, 2026. Page-level dates identify the research performed; they do not guarantee that a provider has made no subsequent change.

Send corrections to [email protected], with the page URL, disputed statement and supporting source. Include the document date and relevant legal entity or service where possible. The publisher is responsible for assessing the evidence and deciding what changes. See correction instructions.

As of October 19, 2026, there are no active paid listings, referral or lead-fee arrangements, affiliate commissions, sponsorships or advertising. The commercial disclosure states the current position. Alphabetical directory order is not a paid position or a quality ranking.