# 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.