Wealth Strategy Planning for Ultra-High Net-Worth Families

 

  • 1. Introductory Call and Visit

  • 2. Gathering the Estate

  • 3. Professional Evaluation

  • 4. Wealth Strategy Planning Visit

  • 5. Analyzing & Testing

  • 6. Designing Your Wealth Strategy Plan

  • 7. Presenting the Preliminary Design for Your Wealth Strategy Plan

  • 8. Presenting the Final Design for Your Wealth Strategy Plan

  • 9. Wealth Strategy Plan Implementation, Review & Signing Ceremony

  • 10. Confirmation

  • 11. Formal Updating & Maintenance

 

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    UHNW Wealth Strategy Planning Process
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    UHNW Wealth Strategy Planning Process