Global Wealth Strategy

Duration:

40 min. each

Service delivery:

Zoom or WhatsApp

Number of Sessions:

Multiple

Outcome:

Implements Custom Proposal booked via Global Wealth Strategy Session.

 Guide Price:

This is a custom project. It may well exceed £10,000 + VAT.

GLOBAL WEALTH STRATEGY

WHO IS IT FOR?

It is for you if you:

1. booked your Global Wealth Srtategy Session;
2. attended both sessions;
3. received and accepted your custom proposal;
4. you want to implement your custom proposal.

HOW DOES IT HELP?

• You start working with a family office professional;
• Start implementing your custom proposal;
• You received your custom proposal at the end of Global Wealth Strategy Session.

WHAT DO YOU NEED TO KNOW?

• This is where we start implementing your custom proposal, which is tailored to meet your specific needs and requirements.
• Multiple virtual meetings take place during the course of working together to implement the specific proposal.
• 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 Session.

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