Bank Perks For The Wealthy

(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
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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

 Global Leader Risk Mitigation & Response    www.Kroll.com

Luxury Destination Clubs   www.Inspirato.com       www.ExclusiveResorts.com

 Private Business Club   www.ClubCorp.com