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.