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
~~~
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
Source: http://nesaranews.blogspot.com/2014/09/bank-perks-for-wealthy_14.html
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