We ensure that transferring your financial assets is a seamless and straightforward experience for you. The process takes about three to four weeks to initiate and complete.
Client Onboarding: Four Easy Steps
- Introductory Meeting: Establish mutual fit between client goals and objectives and our investment offering
- Documentation: If a fit is established, we collect statements and financial documents for analysis
- Proposal Meeting: In this meeting, we deliver the proposed client plan.
- Implementation: Begin asset transfer and other plan elements.
