Terms & Conditions

Your Charter Membership and Family Office Club Services (as defined in the Family Office Club Terms and Conditions) and purchase are subject to these Renewal and Cancellation Terms. Capitalized terms used in these Renewal and Cancellation Terms, if not defined here, are as defined in the Terms and Conditions.

1. Access to Charter Membership Benefits:

Upon successful registration for a Charter Membership and completion of your initial payment, you gain immediate access to an array of exclusive member benefits provided by the Family Office Club.

2. Charter Membership Subscriptions & Auto-Renewals:

Initial Commitment: Your Charter Membership subscription begins with a commitment of 4 to 12 months, depending on your chosen membership duration. During this period, you may not cancel your subscription, and refunds are not applicable.

Auto-Renewal: Following the initial commitment period, your Charter Membership will automatically transition into a monthly auto-renewal billing cycle. You will be charged the prevailing rate at the start of each billing term via your designated payment method. It is your responsibility to maintain accurate billing information to ensure uninterrupted access to our Services.

3. Family Office Databases:

Family Office Databases, including Online and PRO Databases, are subject to automatic renewal based on your chosen database options. The billing for these databases will occur at the commencement of each billing term using your provided payment method. Please keep your billing information up-to-date to prevent any disruptions in your access.

4. Usage Restrictions for Database:

You are prohibited from claiming or implying that the Family Office Club, Family Office Databases, Richard C. Wilson, or any team member has facilitated a direct introduction to contacts in our database.

You may not purchase our databases with the intent to resell contact details obtained from them. Unsolicited email or CRM automation targeting contacts from our database is strictly prohibited.

Detailed outreach strategies for engaging with Family Offices can be found in our Training Webinar, β€œ15 Strategies to Leveraging Our Database,” or the β€œHow to Email an Investor” Training Webinar, accessible through our portal.

5. Charter Membership Cancellations and Refunds:

Charter Memberships cannot be canceled within the initial 4 to 12 months, as determined by your selected commitment duration. Refunds will not be granted if requested after your billing date.

Promotional memberships are exclusively available to new members and are not applicable to previous members. Charter Membership cancellations after the initial commitment period are contingent on the completion of the Family Office Club Membership Exit Survey.

6. Purchased Data Refund:

We offer a refund policy of 4 times the purchase price per listing for any contact found in our database that is not a family office wealth management firm. To qualify for a refund, provide us with an Excel format list of outdated contacts, including email addresses, names, phone numbers, and any other relevant information. Our team will review and process the refund or replacement accordingly.