Basic UHNWI Service Package
$1,000.00 / Month For 12 Months
- Access to Wealth Management Mandates
Description
- Access to Wealth Management Mandates
With our Basic Package you will have access to our entry point of services. We will create a profile of your wealth management activities and build alerts in our private database of off-market assets to identify candidates for your potential investment.
With your mandate we will start conversations with the seller to gather all information covered with NDA and proceed to introduce you the potential investment opportunity to your wealth management team. In case the process will go ahead you can decide if you want us to continue with the process or handle it over to your team.