We have been approached by a private bank to act as an outsourced wealth planning team and enhance their offering to the external market.
The services included were:
Assistance with creating a network of External Service Providers to act as a source of business referrals for the bank;
Project management of a network of advisers and service delivery in respect of various projects for UHNW clients;
Assistance with family governance and transitioning of wealth to the next generation whilst considering the current political environment and unrest;
Wealth planning and highlighting issues affecting the bank’s clients and assisting them with sourcing the appropriate advisers for the specialist advice; and
Providing wealth planning content and speakers for client events.