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Phase 1 Deliverables – first 90 days
1. 1 Liner completed by Richard
2. Brand Guidelines by Maria
3. Pitch Deck Revisions by Maria
4. One-Pager
5. FAQ
6. Business Card Design (Maria)
7. Case Studies (Maria)
8. Website tweaks to be investor ready (Luis)

Phase 2 – Marketing Materials – 90 – 180 days
1. Lead Funnel Developed & Competitive Analysis Done (Richard)
2. Social Media Optimization – graphics, etc. (Luis)
3. Website re-vamp and initial opt-in/ membership asset added (Luis)
4. White Board Animated Video
5. Webinar Help (Richard & Luis)
6. E-Book or other digital asset creation for the website (Richard & Luis)
Phase 3 – 180 – 260 days
1. Podcast Interview Blast – managed by our team  
2. Live Chat Management  
3. Family Office Build Out  
4. Survey Monkey – Benchmark Survey
5. Whiteboard Video  
6. In-Depth Infographic  
7. Influencer Marketing

Standard Terms and Conditions

Pitch Decks Branding & Design

Current version published: June 26, 2019  

Acceptance by Client of an Inbound Marketing Agreement issued by FAMILY OFFICE CLUB (“FAMILY OFFICE CLUB”), to which these terms and conditions are attached or by reference made a part of, shall constitute an agreement between Client and FAMILY OFFICE CLUB with respect to the responsibilities of FAMILY OFFICE CLUB and Client pursuant to the Inbound Marketing Agreement and these Standard Terms and Conditions (collectively referred to as the “Agreement”). Client represents and warrants that: (1) it has the full authority to enter into the Agreement and to perform the acts or obligations required of it in the Agreement; (2) the execution of the Agreement and the performance of its obligations do not and will not violate any other agreement that it is a party to; (3) the Agreement will constitute the legal, valid and binding obligation of each party, enforceable against each party in accordance with its terms. The formation, construction, performance and enforcement of the Agreement shall be in accordance with the laws of the State of Florida without regard to its conflict of law provisions.

 

Scope of Service

FAMILY OFFICE CLUB shall provide only those professional services and/or products specified in the Agreement (the “Work”). Client understands and agrees that, unless listed in the Agreement, FAMILY OFFICE CLUB is not responsible for any other work or scope of supply or any disclosure, notifications or reports that may be required to be made to third parties, including appropriate governmental authorities. If Client requests and FAMILY OFFICE CLUB agrees to perform any services that are in addition to or outside the scope of Work identified in the Agreement, Client shall promptly pay FAMILY OFFICE CLUB for such services in accordance with the terms and rates shown in the Agreement or, if no such terms or rates are shown in the Agreement, in accordance with FAMILY OFFICE CLUB’s standard terms and rates for the services performed.

 

Client’s Content

Client represents and warrants to FAMILY OFFICE CLUB that: (1) it owns, or has acquired the express written authority to use all of the content Client gives to FAMILY OFFICE CLUB, (“Client Content”); (2) Client Content does not contain any obscene, threatening, harassing, vulgar, defamatory, libelous, infringing or unlawful content; (3) Client Content does not infringe upon nor violate the rights of any third party, including copyrights and trademarks; (4) there are no claims against Client regarding Client Content; and (5) Client will at all times ensure that it is in compliance with the terms and conditions of any licensing contracts between Client and a third party.

 

Client’s Ownership and FAMILY OFFICE CLUB’s Ownership

Once payment is received, FAMILY OFFICE CLUB grants all rights to content produced for Client exclusively to Client, excluding third party components. Notwithstanding the foregoing, FAMILY OFFICE CLUB retains the right to display graphics and other Web content elements as examples of FAMILY OFFICE CLUB’s work only upon written consent of the client. FAMILY OFFICE CLUB does not own, or retain intellectual property rights in all preexisting material, information, know-how and data created.

 

Access to Site and Information

Client will provide for right of entry and access to all relevant sites, equipment and other information in its control or possession as is necessary for FAMILY OFFICE CLUB to timely and fully complete the Work. FAMILY OFFICE CLUB is not responsible for the quality or accuracy of data or information, nor for the methods from which the data was developed, where such information or data is provided by or through Client or others that are not agents or FAMILY OFFICE CLUB, and FAMILY OFFICE CLUB has no obligation to investigate facts or conditions not disclosed to it by Client.

 

WARRANTY DISCLAIMER

EXCEPT AS EXPRESSLY SET FORTH HEREIN, FAMILY OFFICE CLUB’S SERVICES ARE PROVIDED “AS IS.” FAMILY OFFICE CLUB EXPRESSLY DISCLAIMS ALL WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTIBILITY OR FITNESS FOR A PARTICULAR PURPOSE, AND ANY WARRANTIES ARISING OUT OF COURSE OF DEALING, USAGE, OR TRADE. FAMILY OFFICE CLUB DOES NOT WARRANT THAT THE SERVICES WILL MEET CLIENT’S SPECIFIC REQUIREMENTS OR THAT THE SERVICES WILL BE COMPLETELY ERROR-FREE, COMPLETELY SECURE OR UNINTERRUPTED. FAMILY OFFICE CLUB SHALL NOT BE LIABLE TO CLIENT OR ANY THIRD PARTY FOR ANY UNAVAILABILITY OR INOPERABILITY OF TELECOMMUNICATIONS SYSTEMS, THE INTERNET, SEARCH ENGINES, SOCIAL MEDIA SITES, TECHNICAL MALFUNCTION, COMPUTER ERROR, CORRUPTION OR LOSS OF INFORMTION, OR OTHER INJURY, DAMAGE OR DISRUPTION OF ANY KIND BEYOND THE REASONABLE CONTROL OF FAMILY OFFICE CLUB. CLIENT ASSUMES ALL RISKS RELATED TO PROCESSING OF TRANSACTIONS RELATED TO ELECTRONIC COMMERCE. Client’s sole remedy for a breach of the foregoing warranty is to require FAMILY OFFICE CLUB to correct or replace, at FAMILY OFFICE CLUB’s election, the affected service if Client gives Notice to FAMILY OFFICE CLUB of such breach within 6 months from the date the affected services were provided.

 

LIMITATION OF LIABILITY

EXCEPT WITH RESPECT TO EACH PARTY’S INDEMNITY OBLIGATIONS HEREUNDER, BREACH OF A PARTY’S CONFIDENTIALITY OBLIGATIONS AND/OR THE GROSS NEGLIGENCE OR WILLFUL MISCONDUCT OF A PARTY, IN NO EVENT WILL FAMILY OFFICE CLUB, IT’S OWNERS, OFFICERS, OR EMPLOYEES BE LIABLE FOR ANY SPECIAL, INDIRECT, INCIDENTAL OR CONSEQUENTIAL DAMAGES (INCLUDING WITHOUT LIMITATION, LOSS OF USE, DATA, BUSINESS OR PROFITS OR COSTS OF COVER) ARISING OUT OF OR IN CONNECTION WITH THE AGREEMENT, OR PROFESSIONAL ERRORS OR OMISSIONS, WHETHER SUCH LIABILITY ARISES FROM ANY CLAIM BASED ON AGREEMENT, TORT (INCLUDING NEGLIGENCE), PRODUCT LIABILITY OR OTHERWISE, AND WHETHER OR NOT CLIENT HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH LOSS OR DAMAGE. FAMILY OFFICE CLUB, IT’S OWNERS, OFFICERS, OR EMPLOYEES’ CUMULATIVE LIABILITY TO CLIENT, FROM ALL CAUSES OF ACTION AND ALL THEORIES OF LIABILITY, WILL BE LIMITED TO AND WILL NOT EXCEED THE AMOUNTS PAID TO FAMILY OFFICE CLUB BY CLIENT PURSUANT TO THE PREVIOUS THREE MONTHS OF THE AGREEMENT. FAMILY OFFICE CLUB SHALL NOT BE LIABLE TO CLIENT OR CLIENT’S REPRESENTATIVES FOR ANY HARM RESULTING FROM ANY USE OF CONFIDENTIAL INFORMATION.

 

Indemnification

Client agrees to defend, indemnify and hold harmless FAMILY OFFICE CLUB from and against any and all claims, liabilities, suits, actions, proceedings, demands, damages, losses, costs, and expenses, including reasonable attorney’s fees, based upon a third party claim arising, directly or indirectly, out of the Client Content.

 

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