Trusted, Industry Recognized, Self-Paced Training Programs

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

The Family Office Database

Dear 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 For example, if 10% of the database is off or outdated, you receive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. Wilson
Family Offices Group
Wilson.Data, LLC
P: 1.212.729.5067
F: 1.480.772.4041
3300 NW 185th Ave #108
Portland, OR 97229, USA
Http://FamilyOfficeDatabases.com

FamilyOfficeDatabases.com
100% Accurate Family Office Data, Guaranteed.

FamilyOfficeDatabases.com Email Us At: Team@FamilyOfficeDatabases.com

Call Us Today: (212) 729-5067

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.

Whats in the Database

The Family Office Database offers
a collection of inclusive contact
details for 1,044 family offices
from around the globe. These
inclusive contact details include
the following information when
available:
Name of Family Office
AUM (as available)
3,289 Rows of Data An Average
of 3 Contacts Per Office (Over
58,000 cells of data)
Contacts Associated Job Titles
Contact Phone Number & Email
Address
Phone Number, Fax Number, &
Email Address of Family Office
(All 3 are present for 99%+ of
listings)
Family Office Address That Can
be 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 for
67% of the Contacts Within the
Database.

FamilyOfficeDatabases.com Email Us At: Team@FamilyOfficeDatabases.com

FamilyOfficeDatabases.com
100% Accurate Family Office Data, Guaranteed.

Benefits of The Family

Possible Uses for the Family

Office Database

Office Database Solution

Gain access to investor contact details of 3,289

total investors from 1,044 family offices
Work more efficiently, raise capital faster than
you otherwise could

Wider Distribution for Press Releases &

Performance Updates Once Relationships
Are Developed

Expand your press release or newsletter mailing

coverage by building direct valuable relationships

Networking Event or Conference

Announcements Easily Made Through
Multiple Media Channels

Schedule more conference calls and on-site

visits with prospects

Market Research & Follow Up | Raise

Capital From Family Offices

Become more efficient at accessing more than a

trillion dollars in assets managed by the contacts
within our database of family offices

Road Shows & Third Party Marketing

Activities

Update your old in-house database or directory

of family offices

Recruiting or Career Search Assistance

Take advantage of the 1000+ hours our team has

invested in building the Family Offices Database
to leverage your firms time and efforts
Complete more road shows and sets of business
trip meetings
Enable your team to follow up with leads from
industry conferences and meetings
Reach concentrated pools of HNW and ultra high
net worth investors

FamilyOfficeDatabases.com
100% Accurate Family Office Data, Guaranteed.

FamilyOfficeDatabases.com Email Us At: Team@FamilyOfficeDatabases.com

Call Us Today: (212) 729-5067

Risk Free Database Quality Guarantee:

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.

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

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

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

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

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)

FamilyOfficeDatabases.com Email Us At: Team@FamilyOfficeDatabases.com

FamilyOfficeDatabases.com
100% Accurate Family Office Data, Guaranteed.

Five Easy Ways to Purchase Today

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 Team@FamilyOfficeDatabases.com
First Name:

Last name

Phone number

E-mail address

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
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
Completing Your Order
To complete your reservation, simply e-mail this form to Team@FamilyOfficeDatabases.com 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
Credit Card #:

Credit Car d Type

Security Code

Billing Address

Expiration Date

FamilyOfficeDatabases.com
100% Accurate Family Office Data, Guaranteed.

FamilyOfficeDatabases.com Email Us At: Team@FamilyOfficeDatabases.com

Call Us Today: (212) 729-5067

FamilyOfficeDatabases.com Email Us At: Team@FamilyOfficeDatabases.com

FamilyOfficeDatabases.com
100% Accurate Family Office Data, Guaranteed.

Call Us: 212.729.5067

E-mail: T eam@FamilyOfficeDatabases.co

Visit us today at
www .FamilyOfficeDatabases.co

FamilyOfficeDatabases.com
100% Accurate Family Office Data, Guaranteed.

FamilyOfficeDatabases.com Email Us At: Team@FamilyOfficeDatabases.com