Strategy Global Solutions
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Services

GlobeWealth Program™

 

GlobeWealth Program™ is a proprietary 6-stage process that provides clients with best-in-class international, cross-border estate planning with proven technical expertise.

 
 

STAGE 1: DISCOVERY PROFILE™

Initial consultation and fact gathering relevant to client’s circumstances and objectives.


STAGE 2: ADVISOR PLANNING ANALYSIS™

Presentation to client’s advisors regarding proposed solutions with relevant technical information.


STAGE 3: CLIENT PLANNING PRESENTATION™

Upon approval by client’s advisors, presentation to client, of proposed solutions in easily digestible format.

 

STAGE 4: IMPLEMENTATION SYSTEM™

Engagement of relevant service providers and steps to implement plan.


STAGE 5: CLOSING AGENDA REPORT™

Provision of all steps to complete funding, closing and execution of planning.


STAGE 6: ONGOING STRATEGY MONITOR™

Review of planning on annual basis, and overseeing the submission of regulatory and tax filings, as necessary.