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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    Estate & Asset Protection Planning
  •  
    Estate & Asset Protection Planning