Description

• Access to Wealth Management Mandates
• Remote Personal Assistant 9-5/5

With our Personal 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.

Once you confirm your subscription for the Personal UHNWI Services Package you will be receiving the link to our app. This app will provide direct access to a Personal Assistant that will be available for you to provide any kind of services from 9 to 5 and 5 days a week, most of the services will be free of charge and those not included (concierge services) will be quoted and will require an acceptance approval from you in the app.