Family wealth is a matter of trust. Therefore we take great measures to only include banks in our reviews that deliver a clear, proven value to our members.
If you’re interested to participate, please connect with us using the form below. We do a pre-assessment on the suitability of all banks to ensure they meet our criteria. After this we schedule a call to discuss details on participation and outline next steps which include an RFI survey and interview. Once we have all the required data we include this in our master data set. We have various promotional activities and media opportunities happening year round that is open for participants to join in on.
Note that there is a standard participation fee for all providers to cover our assessment.