F AMILY O FFICE C ONTACT D ETAILS : A VAILABLE I NSTANTLY IN E XCEL ; C ONSTANTLY U PDATED ; Q UALITY, G UARANTEED D ATA.

O VERVIEW OF THE F AMILY O FFICES D ATABASE The Family Office Database is an electronic directory of 1,089 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 Address + Secondary 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 850 hours collecting the contact details of these family offices and building this 56,000+ cell deep hand-built resource.

D ATABASE O WNERSHIP B ENEFITS Gain access to full updated contact details on over 1,080 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 850+ 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

Since 2007, the Family Offices Database team has invested more than 850 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 , phone or the web. As a result our database is now of institutional quality and contains over 1,080 listings. Possible Uses for the Family Office Database Solution: D ATABASE M ETHODOLOGY & A PPLICATIONS  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

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 December 15 th, 2013 the Family Offices Database contains: S TATISTICS ON THE D ATABASE S OLUTION 1,080 unique family office entries with contact details More than 50% of which have AUM of $1B+ Over 3,375 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 49.12% USA 35.76% Asia 3.23% Canada 2.95% Australia 2.95% Middle East 2.76% South America 2.40% Caribbean 0.55% Africa 0.28% Global Breakdown (# of offices) :

G LOBAL B REAKDOWN – B Y C OUNTRY /R EGION

E UROPEAN B REAKDOWN – B Y C OUNTRY

U.S. – E ASTERN H ALF – B REAKDOWN BY S TATE

U.S. – W ESTERN H ALF – B REAKDOWN BY S TATE

C OMPETITIVE A NALYSIS 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.

Platinum Package (9 Databases): The Platinum Package: 9 Database & Training Discount Package: $4,250 Includes: Family Offices Directory with 1,089 Family Offices & 3,378 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 1,089 Family Offices & 3,378 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 (1,089 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: D ATABASE P ACKAGE O PTIONS

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 FamilyOffices.com to download a sample of our database listings, review Frequently Asked Questions, register for Family Offices Database Alerts, or buy a copy of the database.FamilyOffices.com To Purchase the Database: Please use our online purchase form found here:. You can also contact us at , or via to complete your purchase of one of the packages on the previous P URCHASING THE F AMILY O FFICES D ATABASE

FamilyOffices.com The Family Offices Group The Family Offices Database 3300 NW 185 th Ave. Suite #108 Portland, OR P: F: T HANK Y OU