Investor Registration - Family Office Insights

Firm / Company Name*

First Name*

Last Name*

E-mail*

Password* Type your password.

Repeat Password* Type your password again.

Category

If Other Required if "Other" is selected above.

Interest

Family Office Insights Peer Insights Reports
I would like a gathering invitation

Opportunities That Interest You

Sectors That Interest You

Markets

Are You an Accredited Investor?*

I Am an Accredited Investor
I Am Not an accredited investor, but would like to receive more information

Income Level Over $200k

Yes

I have earned individual income in excess of $200,000 in each of the last two years, or joint income with my spouse in excess of $300,000 over the period, and I have a reasonable expectation of reaching the same income level this year.

Net Worth Over $1m

Yes

My individual net worth, or joint net worth is in excess of $1,000,000, excluding the equity in my/our primary residence.

Represent a Trust

Yes

I represent a trust with assets in excess of $5,000,000.

Investment Company

Yes

I represent a bank, insurance company, registered investment company, business development company, or small business investment company.

Benefit Plan

Yes

I represent an employee benefit plan (the "Plan"), within the meaning of the Employee Retirement Income Security Act.

Corporate

Yes

I represent a charitable organization, corporation, or partnership whose assets are or exceed $5 million.

Contact Info

Phone Number

Contact Address Please enter your company mailing address.

Address Line 2 (optional)

Country

State

City

Zip Code

I accept the terms and conditions* By checking this box you certify your agreement to the Family Office Insights Terms of Service and Privacy Policy