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​四慧家庭办公室

FOUR WIDSOM FAMILY OFFICE

Four-Wisdom Family Office (Finance & Law division)的工作流程

重要的第一步:

联系我们,双方约见第一次的会议,确定您的现状、需求以及您的目标;我们所能提供的服务内容以及服务范围;双方是否能够就目标和服务达成共识

信息透明化的第二步:

第二次会议,就第一次会议的服务目标和服务内容提供收费细则,并最后修正及确定服务内容,请签署服务合约

开始执行的第三步:

根据双方签署的服务合约开始进行工作,并在实际工作中进一步沟通和协调

常规审核的第四步:

根据服务合约,对于日常工作进行常规的review和随时修订调整

 

 

四慧家族办公室 (Four-Wisdom Family Office) 收费形式  (case by case)

  • 按委托人的具体要求,我们会与您协商采用以下的收费方式之一

  • 按咨询小时收费

  • 按服务合同时间固定收费

  • 按收益及资产百分比收费

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Black Key Financial Consulting Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, protected veteran status, or any other characteristic protected under federal, state or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws.

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