The Wealth Management Process
General Process Overview
Note: Geography is a non-issue. We provide services to families located all across the world.
|Step : 1
|Register with us. Click here
|Complete the Life Profiler and send it to us for initial assessment. Click here to know more.
|Initial discussion - Agreement on the scope of services and professional fees. This can happen via personal meeting, email or internet telephony.|
|Enrolment into Wealth Managemant – Signing of engagement documents and payment of fees.|
|Step : 2
|Initiation of work for preparation of your Wealth Managemant strategy.|
|Presentation of draft strategy leading to secondary discussions & tertiary discussion as needed via personal meetings and/or telephone and/or emails.|
|Presentation & finalisation of your Wealth Managemant strategy.|
Step : 3
|Explanation of guidelines for implementation and agreement on Transcend implementing the strategy.|
|Implementation of your Wealth Managemant strategy.|