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
Enrolment		 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
Planning		 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
Implementation

 Explanation of guidelines for implementation and agreement on Transcend implementing the strategy.
Implementation of your Wealth Managemant strategy.