8. No ATM fees ever for “in network” or “out of network”
9. Free Safe Deposit Box, Certified Checks, Notarized, Courier Services
10. Provide Excess Deposit Insurance (i.e. Lloyds of London and/or Travelers)
11. Provide Senior Wealth Managers/Investment Bankers for selection
12. Tax/Business/Estate Attorney & CPA
13. Private transactions representation –assistance in buying a house/car/anything
14. Free Due Diligence Services provided for outside investment opportunities
15. 100% funding availability
16. Unlimited Platinum or Black Visa Signature Debit & Credit Card with
no ATM fees
17. Provide all types of Loans, Leases & Line of credit with no application fees.
18. Line of Credit available
19. Group Health Insurance - to cover the signers and families of depositors
20. Provide Private Placement Annuities & Private Placement Life Insurance for each group member
21. Guarantee 12-15% interest per year on deposits
22. Bank Trading Platforms & Repurchase Agreement Sweep Accounts
23. Short Term/High Yield Interest Rates
24. Assist in opening an offshore bank account with affiliate bank for foreign investments
25. Access to information on great investment opportunities
26. Pre-IPO deals
27. Provide
free Executive Privacy Plus subscription with
Reputation.com28. 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
29. 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
30. Limousine & VIP transportation based on AUM in a tier grid
31. Private Jet Travel (5-25 flight hrs. per mo.) based on AUM in a tier grid on flight hours per month
32. First Class seats/commercial airlines based on AUM in a tier grid
33. Private Yacht access/usage (40 hrs. annually) based on AUM in a tier grid on access/usage hours per year
34. Donations to our favorite charities (Banks matching a certain percentage)
35. Prime seats at charity events
36. Suites at Luxury Hotels & VIP Dinners at Restaurants based on AUM
37. Membership fee & Annual fees to Inspirato Core resorts & residences
38. Membership fee & Annual fees to Exclusive Resorts & Residences for 60 days with Priority Holiday Access annually
39. ClubCorp Private Membership based on AUM
40. Spa & Massage Club Membership based on AUM in a tier grid
41. Concierge Services 24/7 based on AUM
42. Provide a
free 10” Tablet or 13” Notebook based on AUM
43. Provide a
free Vertu Ti cell phone & concierge subscription service for members with $1 million and over AUM
44. Free Family Financial Education provided for group family members
45.
Provide any and all other perks that was not mentionedAUM - Assets Under Management
Global Leader Risk Mitigation & Response
www.Kroll.comLuxury Destination Clubswww.Inspirato.com www.ExclusiveResorts.comPrivate Business Club www.ClubCorp.com