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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, I’d 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 For example, if 10% of the database is off or outdated, you receive 40% of your money back.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 don’t 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: [email protected]

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.

What’s 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: [email protected]

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 firm’s 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: [email protected]

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, Master’s 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: [email protected]

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 [email protected] 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 [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 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: [email protected]

Call Us Today: (212) 729-5067

FamilyOfficeDatabases.com· Email Us At: [email protected]

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

Call Us: 212.729.5067 E-mail: T [email protected]

Visit us today at www .FamilyOfficeDatabases.co

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

FamilyOfficeDatabases.com· Email Us At: [email protected]