Global Wealth Strategy Session

Duration:

40 min. each

Service delivery:

Zoom or WhatsApp

Number of Sessions:

2

Outcome:

Multiple questions answered.

Custom Proposal.

Price:

£900

inclusive of VAT

GLOBAL WEALTH STRATEGY SESSION

WHO IS IT FOR?

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

1. You have multiple questions across our different areas of expertise;
2. Our areas of expertise include: Global Wealth Strategy, UK tax and immigration;
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;
• 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;
  • 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.

OTHER SERVICES THAT MAY BE MORE SUITABLE

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

• You either have a very specific question answered which relates to our area of expertise or you are not sure which service best meets your requirements. You need to Book a Call service.

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