Terms of Purchase for the Family Offices Database

Family Office Club, LLC

Definition of Family Offices

Family Offices are defined as institutions that explicitly state an offering of family office wealth management services. These offices include single family offices, multi-family offices, and large wealth management firms with family office service divisions. The family offices in our databases have opted-in to be included in the database or made an indication through posting their details online to be included in the data sets we offer.

Refunds

Any entry that is determined to be outdated/invalid or does not fit the above definition of a family office, will result in a replacement of the information within 4-business days. If you wish to opt out of this option, then a pro-rated refund for 4x your money for that entry or entries would be issued. For example, if 10% of the database is made up of non-family offices the client is to receive a 40% refund on their purchase.

In order to receive this refund, you must let our team know exactly which entries are in error so we can continue to improve this resource. No refunds are provided without feedback on what was wrong with the database. This is our commitment to delivering a highly valuable product to you. The refund period will expire when a new version of the directory is released.

Use of Data for Mass Mailings

Family offices are valuable investor contacts and should be treated as such, we do not recommend mass mailing them via email for multiple reasons 1) It comes off as impersonal and is simply not effective we believe 2) Emails that we have confirmed are accurate and get responses from for a one-off direct email will bounce or show as a “bad email” when using a blast mail/email service because of BCC, SMPT, and re-routing of emails for some of the emails in our database which is normal corporate use and setup of email addresses, but will make your mail carrier think some of these emails do not work. If you use our database for sending out emails through a mass emailer such as Constant Contact, Mail Chimp, Aweber, Infusionsoft, Salesforce, etc. where you are blasting 100+ professionals at a time expect it not to work technically and practically and you will not be due a refund for any feedback on emails being “bad” for use through a mass mailing system. Please read our books, whitepapers and watch our videos on effective investor communication and connecting with investors to generate real relationships with them.

Ongoing Updates

All packages are based on an annual subscription and to renew client must pay yearly subscription fees.

Terms of Use

Each version of the Excel-based Family Offices Database has been invisibly marked, is protected, and contains copyrighted material. Any duplication, extraction, or use in commercial ventures is strictly prohibited.

That said, this database is provided within Excel format and the time length term of use is unlimited. This database does not expire and access to these details within Excel is never blocked after any length of time.

If you have any questions about our terms of use here, or about the database, please feel free to get in touch. Text or WhatsApp (808) 600-9260 or email Clients@InvestorClub.com.