VIP UHNWI Service Package

VIP UHNWI Service Package

$50,000.00 / Months For 12 Months

  • Access to Wealth Management Mandates
  • Remote Personal Assistant 9-5/5
  • Wealth Management Advisory Services
  • BeSpoke Services
Category:

Description

  • Access to Wealth Management Mandates
  • Remote Personal Assistant 24/7
  • Wealth Management Advisory Services
  • BeSpoke Services

With our VIP 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 VIP 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 24h and 365 days a year, 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.

With the VIP Package we will be adding Wealth Management Advisory Services. For this purpose, we will have a Chief Investor Officer dedicated to your Account. The amount of the deposit of the account will be determined once we receive your application (Minimum amount will be 50 Million).

With the VIP Package, most of the concierge services will be included those not included will be also following the procedure of approval in your app, those included will be shown so you can see how much money you did save with this unique exclusive package.