Bank
Perks For The Wealthy
09/05/2014
Post By LC From TNT - Brought
Fromm TNT
(Note: You may or may not be eligible for these bank perks…..but, be sure to ask at your meeting with your Private Banker or Wealth Management team.) AUM=Assets Under Management
LIST OF BANK PERKS
No fees ever for foreign currency exchanges
Provide a Private Banker/Wealth Manager at the time of exchange to initially park the funds in an overnight high yield interest rate account that will yield a minimum of 1% per month.
Family Office Services
Perks can be based on AUM (Assets Under Management) in a tier grid
Discounts on AUM fees
~~~
(Note: You may or may not be eligible for these bank perks…..but, be sure to ask at your meeting with your Private Banker or Wealth Management team.) AUM=Assets Under Management
LIST OF BANK PERKS
No fees ever for foreign currency exchanges
Provide a Private Banker/Wealth Manager at the time of exchange to initially park the funds in an overnight high yield interest rate account that will yield a minimum of 1% per month.
Family Office Services
Perks can be based on AUM (Assets Under Management) in a tier grid
Discounts on AUM fees
~~~
No fees ever - no fee to deposit/wire transfer money
No Broker fees ever
Free Safe Deposit Box, Certified Checks, Notarized, Courier Services
Provide Excess Deposit Insurance (i.e. Lloyds of London and/or Travelers)
Provide Senior Wealth Managers/Investment Bankers for selection
Tax/Business/Estate Attorney & CPA
Private transactions representation –assistance in buying a house/car/anything
Free Due Diligence Services provided for outside investment opportunities
100% funding availability
Unlimited Platinum or Black Visa Signature Debit & Credit Card with no ATM fees
Line of Credit available
Group Health Insurance - to cover the signers and families of depositors
Guarantee 12-15% interest per year on deposits
Bank Trading Platforms & Repurchase Agreement Sweep Accounts
Short Term/High Yield Interest Rates
Assist in opening an offshore bank account with affiliate bank for foreign investments
Access to information on great investment opportunities
Pre-IPO deals
Provide free Executive Privacy Plus subscription with Reputation.com
Sports tickets in suites and on the floor (Football, Basketball, Baseball, Boxing, Tennis, Golf, NASCAR & etc.) Also, special events like the Super Bowl, NBA Finals, College Bowls, NCAA Final Four, World Series & the Olympics. Based on AUM in a tier grid
Entertainment & Concert tickets in suites and on the floor (Music Concerts, Entertainment Awards Shows, Premier Movie Screenings, TV Show tickets & etc.) Based on AUM in a tier grid
Limousine & VIP transportation based on AUM in a tier grid
Private Jet Travel (5-25 flight hrs. per mo.) based on AUM in a tier grid on flight hours per month
First Class seats/commercial airlines based on AUM in a tier grid
Private Yacht access/usage (40 hrs. annually) based on AUM in a tier grid on access/usage hours per year
Donations to our favorite charities (Banks matching a certain percentage)
Prime seats at charity events
Suites at Luxury Hotels & VIP Dinners at Restaurants based on AUM
Membership fee & Annual fees to Inspirato Core resorts & residences
Membership fee & Annual fees to Exclusive Resorts & Residences for 60 days with Priority Holiday Access annually
ClubCorp Private Membership based on AUM
Spa & Massage Club Membership based on AUM in a tier grid
Concierge Services 24/7 based on AUM
Provide a free Vertu Ti cell phone & concierge subscription service for members with $1 million and over AUM
Provide a free Nexus 10.2 Tablet 32GB members with $1 million and over AUM
Free Family Financial Education provided for group family members
Provide any and all other perks that was not mentioned
No Broker fees ever
Free Safe Deposit Box, Certified Checks, Notarized, Courier Services
Provide Excess Deposit Insurance (i.e. Lloyds of London and/or Travelers)
Provide Senior Wealth Managers/Investment Bankers for selection
Tax/Business/Estate Attorney & CPA
Private transactions representation –assistance in buying a house/car/anything
Free Due Diligence Services provided for outside investment opportunities
100% funding availability
Unlimited Platinum or Black Visa Signature Debit & Credit Card with no ATM fees
Line of Credit available
Group Health Insurance - to cover the signers and families of depositors
Guarantee 12-15% interest per year on deposits
Bank Trading Platforms & Repurchase Agreement Sweep Accounts
Short Term/High Yield Interest Rates
Assist in opening an offshore bank account with affiliate bank for foreign investments
Access to information on great investment opportunities
Pre-IPO deals
Provide free Executive Privacy Plus subscription with Reputation.com
Sports tickets in suites and on the floor (Football, Basketball, Baseball, Boxing, Tennis, Golf, NASCAR & etc.) Also, special events like the Super Bowl, NBA Finals, College Bowls, NCAA Final Four, World Series & the Olympics. Based on AUM in a tier grid
Entertainment & Concert tickets in suites and on the floor (Music Concerts, Entertainment Awards Shows, Premier Movie Screenings, TV Show tickets & etc.) Based on AUM in a tier grid
Limousine & VIP transportation based on AUM in a tier grid
Private Jet Travel (5-25 flight hrs. per mo.) based on AUM in a tier grid on flight hours per month
First Class seats/commercial airlines based on AUM in a tier grid
Private Yacht access/usage (40 hrs. annually) based on AUM in a tier grid on access/usage hours per year
Donations to our favorite charities (Banks matching a certain percentage)
Prime seats at charity events
Suites at Luxury Hotels & VIP Dinners at Restaurants based on AUM
Membership fee & Annual fees to Inspirato Core resorts & residences
Membership fee & Annual fees to Exclusive Resorts & Residences for 60 days with Priority Holiday Access annually
ClubCorp Private Membership based on AUM
Spa & Massage Club Membership based on AUM in a tier grid
Concierge Services 24/7 based on AUM
Provide a free Vertu Ti cell phone & concierge subscription service for members with $1 million and over AUM
Provide a free Nexus 10.2 Tablet 32GB members with $1 million and over AUM
Free Family Financial Education provided for group family members
Provide any and all other perks that was not mentioned
AUM
- Assets Under Management
Global Leader Risk Mitigation & Response www.Kroll.com
Luxury Destination Clubs www.Inspirato.com www.ExclusiveResorts.com
Private Business Club www.ClubCorp.com
Global Leader Risk Mitigation & Response www.Kroll.com
Luxury Destination Clubs www.Inspirato.com www.ExclusiveResorts.com
Private Business Club www.ClubCorp.com
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