Private Banking for Your Global Wealth

Duration:

40 min. each

Service delivery:

Zoom or WhatsApp

Number of Sessions:

2

Outcome:

Custom Proposal for Private Banking.

Price:

£2,400

inclusive of VAT

PRIVATE BANKING FOR YOUR GLOBAL WEALTH

WHAT IS PRIVATE BANKING?

Private banking is available to ultra high net worth individuals.

Most private banks have minimum investment threshold to access this service.

You need private banking services:

1. You have substantial wealth available to you and you want to ring fence your wealth and diversify the portfolio of your investments.
2. You want to start a new private banking relationship;
3. You want differentiate risks across your portfolio investments and want to review how your assets are being held and protected;
4. You want to implement estate planning and protect and secure your assets for your future generations;
5. You need a private banking relationship to accmmodate your Global structures, such as:
   • Investment fund,
   • Trust,
   • Foundation,
   • SPVs,
   • Offshore corporate services,
   • English corporate services,
   • Setting up charities and charitable giving
   • Fiduciary services.
6. 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 want to discuss Global Structuring of your assets and find suitable private banking relationships for your global wealth and assets;
2. You require fiduciary services and want to set up:
   • Investment fund,
   • Trust,
   • Foundation,
   • SPV,
   • Offshore companies,
   • English companies,
   • Charity and enable charitable giving.
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  expertise in global structuring and private banking services;
• You discuss your needs and requirements for your private banking, global wealth structuring and asset protection;
• 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 for private banking, global wealth structuring and asset protection.
• Multiple virtual meetings take place during the course of working together to implement your specific custom proposal for Private Banking.
• 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

• Private banking services need to be considered together with Global Structuring.

• The sheer scale of your project needs a Bespoke Approach - Projects and Services.

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