Global Plan

For entrepreneurs that have reached the top of their game at global scale who demand the very best from and for their businesses.

Global Plan Features

The Global Plan is for entrepreneurs who own / operate / invest in a large range of diverse businesses. You are at the top of your game and you are very precise in knowing what you want and understand the importance to maximising your financial funding to maximise the growth of businesses you are involved with. You are likely to have or are considering "giving something back" to society linked to passion projects, charities and causes that are close to your heart that your success in business enables you to do. This plan is ideally suited to entrepreneurs having:

  • Business interests across a diverse range of sectors and industries
  • Operations across multiple continents needing access to money movements across borders
  • A family office or quasi-family office company that provides services and manages cashflow across your group
  • A thirst and thrust to execute transactions quickly and reliably - you like to get things done
  • A culture and expectation across your team and partners for highly personalised private client service

Need a further level of service and relationship just for you?

Our business is based on a relationship first approach and so we bespoke / customise / tailor an individual offering that fits your needs and those of businesses you or your family office own / control / invest in.

Contact Us to discuss this plan

While we offer a range of defined service plans, we customise these to meet your specific needs

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