Terms & Conditions

Terms & Conditions for Family Office Club

Your Membership and Family Office Club Services (as defined in the Family Office Terms and Conditions) and purchase of is 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.

Memberships

There are various payment and membership options available for using our services. These options can be found in the individual Services and may change from time to time. Once you register for a membership your initial payment is processed, your membership has begun, and you can immediately access the Charter Membership Benefits

Monthly Subscriptions: Subscriptions billed on a monthly basis may be canceled at any time prior to your renewal date but are not eligible for a refund if requested afterwards. If you cancel your monthly subscription, you will retain access to your Services for the remainder of that month. If you do not cancel your subscription prior to two days before your renewal date, we will renew your subscription for one more month.

Automatic Renewals of Memberships: Subscriptions automatically renew.  This means that once you sign up and become a member, your membership will automatically renew based on the Membership you chose (e.g. Annually or monthly,). You will be charged the rate stated at the time of purchase at the beginning of each billing term of your Membership via the billing method you have provided to us. Please ensure that your billing information is correct to prevent your membership from lapsing.

Family Office Databases: Subscriptions automatically renew.  This means that once you sign up your database membership will automatically renew based on the databases options you have chosen. (e.g. Online or PRO Database). You will be charged the rate stated at the time of purchase at the beginning of each billing term of your Membership via the billing method you have provided to us. Please ensure that your billing information is correct to prevent your membership from lapsing.  

You will not direct nor state that the Family Office Club, Family Office Databases, Richard C. Wilson, or team member made a direct introduction to reach out. You cannot buy our databases and resell the contact details gained from our database. You will not spam email this list or place them into a CRM system and add them into auto emails workflows. Specific reach out strategies to reach out to Family Offices are provided via the portal in our Training Webinar 15 Strategies to Leveraging our database or How to Email an Investor Training webinar.

Membership Cancellations and Refunds. All cancellation request must be requested via email before your next billing date to Family Office Club. There will be no refunds if requested after your billing date. All promotional memberships are only applicable to new members not previous members. If you cancel your monthly subscription after your billing date, you will retain access to your Services for the remainder of that month. Membership cancellations are not final until the member has completed the Family Office Club Membership Exit Survey.

Purchased Data Refund. We provide a 4x per-listing refund for any contact you find in our database that is not, in fact, a family office wealth management firm. For example, if 10% of the database is off or outdated, you receive 40% of your money back. We must receive an excel format of the contacts that we outdated with email, names and phone numbers along with any other content that may have been outdated. Our team will scrub the database and either replace it for you or provide you with a refund. 

Events:  Conditions of a Refund: To receive a refund for any Family Office Club event, notice must be provided to Family Office Club via email within 10 days of the completion of the conference; for which you wish to receive a refund. If you should receive a refund for a Family Office Club event, and then attend another Family Office Club event you will not be eligible for a refund of the second event. Except in the case of non-attendance—prior or day-of notice will be required in order to receive a refund for non-attendance in this case.

We are the only family office conference provider in the industry who offers a no-questions-asked refund policy. We strive to provide the highest value events in the family office industry and, as a result, we have very few refunds. We are happy to provide these refunds, as we desire for you to have an educational, meaningful, and valuable time at the summits. However, it is necessary for us to require the aforementioned conditions so that we may continue to provide the great content that we have been providing our clients for over a decade