family office contact details: available instantly in excel; constantly updated;

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FAMILY OFFICE CONTACT DETAILS: AVAILABLE INSTANTLY IN EXCEL; CONSTANTLY UPDATED; QUALITY, GUARANTEED DATA.

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Family Office Contact Details: Available Instantly in Excel; Constantly Updated; Quality, Guaranteed Data. Overview of the Family Offices Database. - PowerPoint PPT Presentation

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Page 1: Family Office Contact Details:  Available Instantly in Excel;  Constantly Updated;

FAMILY OFFICE CONTACT DETAILS:

AVAILABLE INSTANTLY IN EXCEL; CONSTANTLY UPDATED;

QUALITY, GUARANTEED DATA.

Page 2: Family Office Contact Details:  Available Instantly in Excel;  Constantly Updated;

OVERVIEW OF THE FAMILY OFFICES DATABASE

The Family Office Database is an electronic directory of 1,044 family office contacts. The database includes listings for both single and multi-family offices based within and outside the United States.

When available, data included with each Family Offices Database listing:

Name of Family Office AUM An Average of 3 Contacts Per Listing Primary Email Address + Secondary Email Address Phone Number & Fax Number Full Physical Address Sorted by Country, City, State, Zip Code Over 56,000 total cells of data Website URL of the Family Office

Our team has spent over 1000 hours collecting the contact details of these family offices and building this 58,000+ cell deep hand-built resource.

Page 3: Family Office Contact Details:  Available Instantly in Excel;  Constantly Updated;

DATABASE OWNERSHIP BENEFITS

Gain access to full updated contact details on 1,044 family offices. Work more efficiently, raise capital faster than you otherwise could . Expand your press release or newsletter reach. Schedule more conference calls and on-site visits with prospects . Become more efficient at accessing the $1T+ in asset managed by the contacts within

our database. Update your old in-house database or directory of family offices. 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. Enable your team to follow up with leads from industry conferences and meetings. Reach concentrated pools of HNW and Ultra High Net Worth Investors.

Page 4: Family Office Contact Details:  Available Instantly in Excel;  Constantly Updated;

Since 2007, the Family Offices Database team has invested more than 1000 hours in building the Family Offices Database Solution. Our research team is made up of professionals in England, Brazil and the United States. Our mission is to deliver a deep database of family office industry contacts with assurance that the information is up to date and has been recently gathered by email, phone or the web. As a result our database is now of institutional quality and contains 1,044 listings.

Possible Uses for the Family Office Database Solution:

DATABASE METHODOLOGY & APPLICATIONS

Wider Distribution for Press releases & Performance Updates Networking Event or Conference Announcements Market research & Follow Up | Raise Capital From Family Offices Road shows & Third Party Marketing Activities Recruiting or Career Search Assistance

Page 5: Family Office Contact Details:  Available Instantly in Excel;  Constantly Updated;

Due to dozens of requests, we now provide statistics on our Family Offices Database Solution. These may be used to verify that this product will be a useful tool for your firm or career. As of June 13th, 2014 the Family Offices Database contains:

STATISTICS ON THE DATABASE SOLUTION

1,044 unique family office entries with contact details

More than 50% of which have AUM of $1B+

3,289 rows of data, each one an individual contact

Estimated average AUM is $800M

Minimum AUM of clients is $20M

Estimated total AUM is over $1T in AUM

Europe 41.39%

USA 43.93%

Asia 2.55%

Canada 3.26%

Australia 2.96%

Middle East 2.75%

South America 2.24%

Caribbean 0.61%

Africa 0.28%

Global Breakdown (# of

offices):

Page 6: Family Office Contact Details:  Available Instantly in Excel;  Constantly Updated;

GLOBAL BREAKDOWN – BY COUNTRY/REGION

Page 7: Family Office Contact Details:  Available Instantly in Excel;  Constantly Updated;

EUROPEAN BREAKDOWN – BY COUNTRY

Page 8: Family Office Contact Details:  Available Instantly in Excel;  Constantly Updated;

U.S. – EASTERN HALF – BREAKDOWN BY STATE

Page 9: Family Office Contact Details:  Available Instantly in Excel;  Constantly Updated;

U.S. – WESTERN HALF – BREAKDOWN BY STATE

Page 10: Family Office Contact Details:  Available Instantly in Excel;  Constantly Updated;

COMPETITIVE ANALYSIS

As you may have found online already, we are the only organization which provides a constantly updated and focused database of family offices.

Our family office database was built and is maintained by the Family Offices Group, the largest networking association in the industry with over 77,000 members. We offer an industry leading 4X pro-rated refund policy and we update our database at least twice each year.

There are some competitors that do offer family office databases and we have recently improved our offering to provide more value to each of our clients than these competitors. Please see the chart to the right for this comparison.

Page 11: Family Office Contact Details:  Available Instantly in Excel;  Constantly Updated;

Platinum Package (9 Databases): The Platinum Package: 9 Database & Training Discount Package: $4,250 Includes: Family Offices 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 executive 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, and Merchant Bank Directory with 205 merchant banks and 1,000 global executives.

The Gold Package: 5 Database Combination Discount Package: $3,800 Includes: Family Offices 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 executive from over 200 of the top private banks globally, and Investment Bank & Merchant Bank Directories with over 2,020 contacts from 405 top investment and merchant banks

The Silver Package: The Family Offices Database alone (1,044 offices) may be obtained for $2,750.

To see read more about the bonuses included in each package, and to purchase the Family Offices Database simply complete our order form here: http://FamilyOffices.com/Buy.html

3 DATABASE PACKAGE OPTIONS

Page 12: Family Office Contact Details:  Available Instantly in Excel;  Constantly Updated;

Limitations: Our team will only sell a limited 100 copies of each database version released. Please see the thermometer on our website to check on how many copies of the current version are still available.

Free Sample: Visit FamilyOfficeDatabases.com to download a sample of our database listings, review Frequently Asked Questions, register for Family Offices Database Email Alerts, or buy a copy of the database.

To Purchase the Database: Please use our online purchase form found here: . You can also contact us at 212-729-5067, or via email [email protected] to complete your purchase of one of the packages on the previous slide.

PURCHASING THE FAMILY OFFICES DATABASE

Page 13: Family Office Contact Details:  Available Instantly in Excel;  Constantly Updated;

FamilyOffices.com

The Family Offices Group

The Family Offices Database

3300 NW 185th Ave.

Suite #108

Portland, OR 97229

P: 1-212-729-5067

F: 1-480-772-4041

http://familyofficesgroup.com

THANK YOU