AHD-SALES-002 — Family Office Target List v0.1

Status: DRAFT v0.1

Target Segmentation

LA / California (10 targets)

• Family offices serving entertainment principals
• Family offices serving tech-exit founders
• Concierge medicine practices with HNW books (Sollis, NextHealth, Forward) for collaborative referral

NY / Manhattan (8 targets, Y2 priority)

• Single-family offices for known UHNW families
• Multi-family offices serving 25+ families
• Concierge psychiatry practices

Palm Beach / Aspen (5 targets, Y2 seasonal)

• Seasonal UHNW concentration

London (2 targets, Y2 international)

• For Y2 expansion preparation

Outreach Mechanics

• Hand-delivered brand pack (printed Identity Volume + AHD folio + Kelly’s personal letter)
• No follow-up email; one phone call from Kelly within 7 days
• No sales pressure; introductory only
• Track in Zoho CRM

Specific Names

To be built out with Kelly using her existing UHNW network as anchor. Initial seed list to be finalised by Day 14 of stand-up.