Bespoke Approach - Projects and Services

Duration:

40 min. each

Service delivery:

Zoom or WhatsApp

Number of Sessions:

2

Outcome:

Custom Proposal for Bespoke Projects and Services.

Price:

£2,400

inclusive of VAT

BESPOKE APPROACH - PROJECTS AND SERVICES

WHAT IS A BESPOKE APPROACH?

Bespoke approach is for custom projects and services:

1. You require a specific service that needs to be sufficiently customised for you and your family;
2. It is one of a kind project or service;
3. It builds on our areas of expertise:
   • Global structuring,
   • Private banking,
   • Global Wealth Strategy,
   • UK tax,
   • UK Immigration,
   • FOREX.
4. The share scale of the project requires a bespoke approach,
5. You want a custom proposal that meets your specific needs and requirements.

WHO IS IT FOR?

You are exploring the website and you want to make the initial live contact:

1. You either have one of a kind project in mind and want to combine different areas of expertise into a single custom proposal;
2. Our areas of expertise include:
   • Global structuring,
   • Private banking,
   • Global Wealth Strategy,
   • UK tax,
   • UK Immigration,
   • FOREX.
3. You want a custom proposal that meets your specific needs and requirements.

HOW DOES IT HELP?

• You gain the first initial contact with a family office professional who has multiple areas of expertise and handles bespoke projects and services;
• You discuss your needs and requirements for your custom project;
• Your multiple specific questions are answered;
• You gain clarity and know your next steps;
• You receive a custom proposal.

WHAT DO YOU NEED TO KNOW?

• The purpose of this session is to create your initial contact with a family office professional.
• This is the easiest way to create a virtual meeting.

• Virtual meeting takes place over 2 sessions:
  • The purpose of the first session is for you to ask multiple questions, share your needs and requirements for your custom project;
  • During the second session you will receive answers to your specific questions and receive your custom proposal.
  • The custom proposal will be discussed during our second session.
  • We will agree the time for the second session in advance.
• You gain clarity and peace of mind.
• Your multiple specific question are answered.
• You receive a custom tailored proposal.
• Depending on the specific areas of expertise required and the complexity your circumstances and enquiry. The custom proposal may well exceed £10,000 + VAT.
• You can book this service through the calendar or book a call button.
• Choosing this service via calendar allows you to book the time and date before you make the payment.
• If you book this service via book a call button, you will be able to book this service for a specific date and time after you make the payment.
• Once booked, you will not be able to cancel or reschedule this service as you require immediate performance of this service.
• You will need to accept our terms of business and privacy policy at the time of booking service.
• This service is interactive during the live session. You can submit some documents for a review.
• If you require a specific expert advice, there may be other services that may be more suitable for you.

HOW DO WE IMPLEMENT YOUR CUSTOM PROPOSAL?

• Once you receive our custom proposal and accept it, this is how we will work together to implement it.
• Your custom proposal is tailored to meet your specific needs and requirements and fulfils a bespoke project or services.
• Multiple virtual meetings take place during the course of working together to implement your specific custom proposal for bespoke projects and services.
• Face to face meetings are also possible.
• You gain clarity and peace of mind.
• Your multiple specific question are answered.
• Your custom tailored proposal is being implemented.
• Depending on the specific areas of expertise required and the complexity your circumstances and enquiry. The custom proposal may well exceed £10,000 + VAT.
• You will enter into a bespoke contract with services provider in accordance with their regulatory requirements.
• Our policy is to accept full payment before the service is delivered.
• The payment method is invoice to be settled via a wire transfer.
• Cleared funds need to be received before this service can commence.
• This service is interactive during the live session.
• You will be required to submit specific documents to carry out this service.

OTHER SERVICES THAT MAY BE MORE SUITABLE

• You already know the service you need, you may go ahead and book that service

• You want to book your Global Wealth Strategy.

• You can submit your specific  enquiry online and receive a reply via email.