Need a services template for visual

Contabilidad y finanzas

List of services. Showing different levels of service for different platform. For example: basic, premium, platinum. We might call this Basic Custody and Wealth Management

We would maybe have checks in services included in base custody and then checks in Sevices for wealth management. Integrated Wealth Management List of Services provided by The AHM Wealth Management Group: - Financial Planning - Net worth Statement - Financial, portfolio modeling and projections with estimates of future values - Titling and beneficiary recommendations in line with life, retirement, tax and legacy plan - Establish and maintain family financial continuity plan - Cash flow modeling and recommendations - Structuring Balance sheet (assets and liabilities) - Private banking services - Tax planning and minimization strategies - Asset/liability positioning within different client buckets - Ongoing Investment portfolio design, asset allocation selection, setting targets, monitoring and policy setting - Asset custody, reporting and digital online access - Ongoing update, and comprehensive reporting of assets held external to Merrill Lynch custody platform - Comprehensive Fiduciary Investment Management - Brokerage services for non-fiduciary assets supported by advisor solitons - Brokerage services for non-fiduciary assets driven exclusively by client implementation - 24/7 800 number support - Private dedicated team - Philanthropic gifting review, discussion and strategy - Annual portfolio review and discussion - Annual update and discussion of assets held external Merrill Lynch portfolio and custody service - Annual financial planning updates, and discussion - Bi-Annual legacy planning review and discussion - Annual tax minimization assessment and review - Consultation and discussion with legal, tax, and other professionals - As needed, family planning meeting with Power of Attorney, successor trustees, and future beneficiaries. - Periodic custom private client events, webinars and communication Current - check boxes they are likely getting AHM list of services:

We need a basic template document which we can change the words, and services included....something that’s set up maybe in word or PowerPoint where we can easily update as needed for different services then copy / paste into letter or presentation.

Toda categoría de diseño tiene precios flexibles para todos los presupuestos. Infografía comienza en $599.