family office database overview

We are the only family office data provider who works in the family office industry daily, and who guarantees the accuracy of our data.

Trusted, Industry Recognized, Self-Paced Training Programs

FamilyOfficeDatabases.com100% Accurate Family Office Data, Guaranteed. FamilyOfficeDatabases.com Email Us At: [email protected]

The Family Office DatabaseDear Colleague,

Thank you for your interest in the Family Office Database, Id like to share a little about us. The Family Offices Group is the

leading provider of family office data and also the #1 largest family office networking association in the industry with 77,000+

total members. Our team works directly with several ultra-wealthy families. We host live family office workshops, offer a

bestselling family office book, provide a free annual industry report, free blog, and constantly update our directory of family

office contact details.

Family Office Database: We provide the contact details of family office wealth management firms within our Excel-based database. Our team of experienced family office and capital raising professionals offers the

most accurate and constantly updated database of family offices in the industry. We are now offering Version

9.5 of the Family Office Database.

4X Risk Free Database Quality Guarantee: We guarantee that our data is accurate, and we are the only database provider to offer a 4x per-listing refund for any contact you find in our database that is not

accurate or in fact a family office. For example, if 10% of the database is off or outdated, you receive

40% of your money back. This takes the risk of bad data off of you and puts it back on our team, where

it should be.

Family Office Industry Leaders: Many family office data providers dont show executive bios on their website because they do not work in the family office industry, do not run an association like we do, and nobody in the world offers anything close

to our 4X data quality guarantee. We speak with family offices daily, help them allocate capital, and our team operates a family

office. Our founder Richard C. Wilson wrote the bestselling book in the industry, and he is one of the most well known family

office professionals globally.

Sincerely,

Richard

Richard C. WilsonFamily Offices GroupWilson.Data, LLCP: 1.212.729.5067F: 1.480.772.40413300 NW 185th Ave #108Portland, OR 97229, USA Http://FamilyOfficeDatabases.com

FamilyOfficeDatabases.com100% Accurate Family Office Data, Guaranteed.

Call Us Today: (212) 729-5067

FamilyOfficeDatabases.com Email Us At: [email protected]

Our team works with family offices and investment professionals every day, and these experiences help inform our construction of the database and ultimately shape the final product. We focus on the most important elements for our clients such as assets under management, job titles, multiple contacts, and other critical details for using this database.

The Family Office Database offersa collection of inclusive contactdetails for 1,044 family officesfrom around the globe. Theseinclusive contact details includethe following information whenavailable:

Name of Family Office

AUM (as available)

3,289 Rows of Data An Averageof 3 Contacts Per Office (Over58,000 cells of data)

Contacts Associated Job Titles

Contact Phone Number & EmailAddress

Phone Number, Fax Number, &Email Address of Family Office(All 3 are present for 99%+ oflistings)

Family Office Address That Canbe Sorted by Country, City, State,or Zip Code

Investments/Areas of Interest(where possible)

Company History & Notes

Website URL of the Family Office

LinkedIn Profile Information for67% of the Contacts Within theDatabase.

Whats in the Database


Gain access to investor contact details of 3,289total investors from 1,044 family offices

Work more efficiently, raise capital faster thanyou otherwise could

Expand your press release or newsletter mailingcoverage by building direct valuable relationships

Schedule more conference calls and on-sitevisits with prospects

Become more efficient at accessing more than atrillion dollars in assets managed by the contactswithin our database of family offices

Update your old in-house database or directoryof family offices

Take advantage of the 1000+ hours our team hasinvested in building the Family Offices Databaseto leverage your firms time and efforts

Complete more road shows and sets of businesstrip meetings

Enable your team to follow up with leads fromindustry conferences and meetings

Reach concentrated pools of HNW and ultra highnet worth investors

Wider Distribution for Press Releases &Performance Updates Once RelationshipsAre Developed

Networking Event or ConferenceAnnouncements Easily Made ThroughMultiple Media Channels

Market Research & Follow Up | RaiseCapital From Family Offices

Road Shows & Third Party MarketingActivities

Recruiting or Career Search Assistance

Benefits of The Family

Office Database

Possible Uses for the Family

Office Database Solution


Call Us Today: (212) 729-5067


Family Office Directory with 1,044 Family Offices & 3,289 contacts

High Net Worth Wealth Management Directory with 725 firms

Private Bank Directory with 1,000 private bank executives from more than 200 of the top global private banks

Investment Bank Directory that includes over 200 investment banks and 1,000 contacts

Merchant Bank Directory with 205 merchant banks and 1,000 global executives

We offer a dual-level quality assurance guarantee for our database. First, we provide each client with a free upgrade to the next version of our Family Offices Database. Second, we provide a 4x per-listing refund for any contact you find in our database that is not in fact a family office wealth management firm. For example, if 10% of the database is off or outdated, you receive 40% of your money back. This takes the risk of bad data off of you and puts it back on our team, where it should be.

Risk Free Database Quality Guarantee:

The Gold Package: 5 Database Combination Discount Package: $2,750

The Silver Package: Family Office Database: $1,997Family Office Directory with 1,044 Family Offices & 3,289 contacts

The Platinum Package: 9 Database & Training Discount Package: $2,997

Family Office Directory with 1,044 Family Offices & 3,289 contacts

High Net Worth Wealth Management Directory with 725 firms listed

Private Bank Directory with 1,000 private bank executives from over 200 of the top private banks globally

Institutional Investment Consultant Directory with 225 consultant listings

Investment Bank Directory that includes over 200 investment banks and 1,000 contacts

Endowment Fund Directory with over 2,000 endowment fund contacts

Fund of Fund Directory with 350 listings

Pension Fund Directory with over 1,000 global pension fund contacts

Merchant Bank Directory with 205 merchant banks and 1,000 global executives listed

+ 1 Free Ticket to any upcoming Family Office Workshop

+ Free lifetime access to our How to Work with and Raise Capital From Family Offices Workshop recorded in HD video format and available through our training portal ($1,000 Value)

+ 5 Free tuition waivers to the Qualified Family Office Professional (QFOP), Certified Hedge Fund Professional (CHP), Certified Private Equity Professional (CPEP) program, Masters Certificate in Finance & Investments program or any other FinanceTraining.com hosted program to be used for yourself or members of your team ($2,750 Value no expiration date)


By Phone: Call our helpful team with any questions or to complete your registration over the phone at (212) 729-5067.

By Mail: Please complete this form, print it out, and include a check for the registration fees made out to Investor Databases, LLC.

Please mail the check and form to Investor Databases, LLC, 3300 NW 185th Avenue Suite #108 Portland, Oregon 97229

Online: Visit FamilyOfficeDatabases.com/Buy to easily place your reservation online.

By Fax: You can send this order form via fax (480) 772-4041 and we will complete your registration in 1 business day.

By E-Mail: Please complete this form and submit it to us by e-mail at [email protected]

Completing Your Order

To complete your reservation, simply e-mail this form to [email protected] or mail this form to:

3300 NW 185th Ave., Suite #108

Portland, OR 97229

If you have any trouble, please call us at (212) 729-5067

FamilyOfficeDatabases.com

Guaranteed Value: We offer a dual-level quality assurance guarantee for our database. First, we provide each client with a free upgrade to the next version of our Family Offices Database. Second, we provide a 4x per-listing refund for any contact you find in our database that is not in fact a family office wealth management firm. For example, if 10% of the database is off or outdated, you receive 40% of your money back. This takes the risk of bad data off of you and puts it back on our team, where it should be.

Family Office Data Packages

First Name:

Phone number

Last name

E-mail address

Five Easy Ways to Purchase Today

The Silver Package: Family Office Database: $1,997

The Gold Package: 5 Database Combination Discount Package: $2,750

The Platinum Package: 9 Database & Training Discount Package $2,997

Credit Card #:

Billing AddressCredit Car d Type

Security Code Expiration Date


Call Us Today: (212) 729-5067



Call Us: 212.729.5067

E-mail: T [email protected]

Visit us today at

www .FamilyOfficeDatabases.co

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