YOUR PERSONALISED INVESTMENT PROCESS
Discover a comprehensive approach to offshore investment
Identifying investment criteria and appetite
We delve into the specifics of your investment criteria and appetite using our 12 Star Legacy assessment. This step is crucial in tailoring our approach to meet your individual requirements.
Initial consultation and 24/7 availability
Transaction facilitation and expert handling
Once your investment path is identified, our skilled back-office team takes over to seamlessly facilitate the transaction. This includes dealing with all necessary entities, whether it’s navigating family office intricacies in the USA or coordinating with other international bodies.
Comprehensive CRM tracking
You will have access to a full Customer Relationship Management (CRM) system that meticulously tracks the status of your transaction. This system is tailored uniquely to you, offering transparency and up-to-date information at every stage of your investment process.
Waiting period management
While the waiting period for transactions can vary, our team ensures continuous communication and updates. We manage this period efficiently, addressing any queries or concerns you might have.
Post-transaction support and services
We offer ongoing support and services to help you manage your investment, providing insights, updates, and assistance as needed to ensure your long-term satisfaction and success.