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Family Office Contact Details: Available Instantly in Excel; Constantly Updated; Quality, Guaranteed Data.

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

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Family Office Contact Details: Available Instantly in Excel; Constantly Updated; Quality, Guaranteed Data.

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  1. Family Office Contact Details: Available Instantly in Excel; Constantly Updated; Quality, Guaranteed Data.

  2. Overview of the Family Offices Database • The Family Office Database is an electronic directory of 1,000+ family office contacts. The database includes listings for both single and multi-family offices based within and outside the United States. • 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 60,000 total cells of data • Website URL of the Family Office • Our team has spent over 800 hours collecting the contact details of these family offices and building this 60,000 cell deep hand-built resource.

  3. Database Ownership Benefits • Gain access to full updated contact details on over 1,000+ 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 800+ 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

  4. Database Methodology & Applications Since 2007, the Family Offices Database team has invested more than 800 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 over 1,000+ listings. Possible Uses for the Family Office Database Solution: • 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

  5. Statistics on the Database Solution 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 September 1st, 2011 the Family Offices Database contains: Global Breakdown(# of offices): • North America: 566 • - USA: 534 • - Canada:32 • Europe: 384 • - UK: 58 • Asia: 32 • Middle East: 24 • Australia: 19 • Caribbean: 5 • South America: 12 • Africa: 2 • 1,045 Offices with Contact Details • Each office has an average of 2-3 contacts (2,518 rows of data) • Average Family Office AUM: $800M • Estimated wealth managed by database contacts: $1T+ in AUM • 51% US • 36.7% European (5.5% UK) • 3% Canadian • 3% Asian • 2% Middle Eastern • 1.8% Australian • 1.8% Other

  6. Global Breakdown – By Country/Region

  7. U.S. – Eastern Half – Breakdown by State

  8. U.S. – Western Half – Breakdown by State

  9. 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 12,000 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.

  10. 3 Database Package Options Platinum Package (5 Databases): Includes 5 databases total including complete contact details for 1,045 family offices, 760 High Net Worth Wealth Management Firms, 265 Institutional Investment Consulting Firms, 405 Fund of Funds and 924 Endowment Funds representing over $5 Trillion of assets. Cost of Access: $2,997 Gold Package (2 Databases): Includes 2 databases total including the 1,045 Family Office Database and 750+ listing deep High Net Worth Wealth Management Database. Cost of Access: $2,500 Option #3: The Family Offices Database alone (1,045 offices) may be obtained for $1,500, about $1.50 for every hour spent developing and constantly updating this valuable resource. To purchase the Family Offices Database simply complete the form here: http://FamilyOffices.com/Buy.html

  11. Purchasing the Family Offices Database 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: VisitFamilyOffices.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 Team@FamilyOffices.com to complete your purchase of one of the packages on the previous slide.

  12. Thank You 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

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