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 fees ever - no fee to deposit/wire transfer money
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 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
Free Family Financial Education provided for group family members
Provide any and all other perks that was not mentioned
AUM - Assets Under Management
Global Leader Risk Mitigation & Response
www.Kroll.com
Luxury Destination Clubs
www.Inspirato.comwww.ExclusiveResorts.com
Private Business Club
www.ClubCorp.com
See my post in the TNT Dinar Form under General Discussion
GETTING “OFF THE GRID” REMOVING YOUR PERSONAL DATA – 15%
kauaihn said
11:40 PM Nov 16, 2013
TY
GreatlyBlessed said
11:59 PM Nov 16, 2013
Thank you LC!!
firerunner said
12:11 AM Nov 17, 2013
Thanks, nice list.
Ayechihuahua said
12:11 AM Nov 17, 2013
Thank you so much!
Evie D said
12:12 AM Nov 17, 2013
Thank you so much, very very helpful!
Chi-Town said
01:27 AM Nov 17, 2013
Thanks for sharing
pinkroses said
01:31 AM Nov 17, 2013
Thank you, LC. I will copy and paste this and share it with my family.
HeyB said
02:01 AM Nov 17, 2013
One of the many reasons why I love this site. Such great info!!
Freeangel said
02:38 AM Nov 17, 2013
Wow that an awesome list!!! Checking out "Getting off the grid" - Thank you LC!
goldilocks53 said
06:03 AM Nov 17, 2013
Maybe I am off base but I think that list of perks is a bit much. No safe deposit box for me..I hear they can get raided and looted. No black card or debit card for my big account either..too risky. No game tickets..not into sports..but I know many are. Private jet service..hmmmm..at $1500 or so an hour..I'll take 1st class and be thrilled. I would add a 9" Android tablet, dual cams with keyboard and case. Glad to see the health insurance mentioned. I think many would like that. 100% funding availability? So that means you have the option to remove all your funds and still expect all these perks?? uh..really? That doesn't sound quite fair. IMHO
AllOne said
07:17 AM Nov 17, 2013
yes, I liked Tony's advice to just go through the perk lists and decide on what's important to you and ditch the rest.
Here's something I copied over from the old forum to my notes. I think it was originally posted by "Ricardo". thanks Ricardo!
By Ricardo - Something I have been working on... collecting everyone elses Great Ideas! Feel free to make suggested changes for Everyone's benefit!!!
Bank Perks Agreement
The following benefits will be available and apply to all accounts as long as a minimum balance of $_____________________USD (or it’s equivalent) is held in one or more Wells Fargo accounts by Resonance LLC or another entity who’s primary signatory is the client, Hope I. Wynn. All benefits will be available for my immediate family (son, daughter and their domestic partners) as long as the above requirement is maintained.
Banking Services Complimentary Notary Services Free courier services and overnight delivery with return Two free safe deposit boxes (largest available, at preferred branches) No fee/charge for cashing any form of check. Free Traveler’s Checks
Wires and Bank Checks No fees/charges for obtaining certified/cashier’s checks or money orders. No fees/charges for sending/receiving domestic or international wires.
Foreign Exchange No spread fees or foreign currency exchange fees on foreign currency exchange. Bank rate (“no spread,” zero difference) on all currency exchanges.
ATM/Debit and Credit Cards No annual fees on all credit cards Zero percent APR on all credit cards (Visa, MasterCard, et al) for purchases and cash advances if paid in full within six months, followed by 2% APR on any remaining balances. No cash advance fees. Fully adjustable debit and credit card withdrawal limits set by card holder, changeable 24/7 Guaranteed “next day” replacement of lost or stolen cards. No fees for additional debit cards (ie “linked” debit cards for employees, children, home staff, et al with specific monthly spending and withdrawal limits set for each cardholder.)
Checking and Savings Accounts As stated above, all accounts shall be free of all bank fees and service charges as long as the client maintains a balance of $______________________USD (or it’s equivalent) is held in the client’s accounts.
These fees/charges include, but are not limited to: Free checks (No fees or charges for any checks, including online overnight checks/payments from BillPay). No online banking fees, checking account or savings account fees; No ATM or human teller fees, non-system ATM fees, debit or credit card fees. No international/foreign transaction fees; transfer redirection charges, overdraft fees, excess transfer fees, returned deposit fees, stop payment fees. No monthly or annual account maintenance/service fees or card fees, inactivity fees, account closing fees, lost card/replacement card fees, Any “non-system” or “out of system” banking or ATM charges/fees will be paid for by Wells Fargo and reimbursed to my account within three business days. In the event of any accounts being closed, all estate administrator fees will be paid by Wells Fargo.
Loans Maximum 0.5 percent above Wells Fargo’s ____________________ bank rate from mortgages, real estate, auto and business loans No loan application fees
Transactions There will be no limitations of time or amount, penalties, charges or fees on transfer or withdrawal of funds from any of the client’s accounts.
Concierge Services and Misc Benefits Complimentary Concierge Services 24/7 Complimentary premier lounge access at airports, ballparks, arenas, hotels, clubs, et al worldwide.
Insurance Lloyd’s of London / Abbot Downing? insurance coverage for all accounts
Private Banking Dedicated Private Banker / private banking services available 24/7 Upon request Private Banking will provide information and access to pre-IPO offerings and other “by invitation only” investment offerings. No charges, fees or annual membership dues for full and unlimited access to Wells Fargo Commercial Electronic Office® (CEO) Portal or similar online executive banking management and market analysis services. After hour appointments on request
Dispute Resolution Any and all disputes will be resolved by an independent third-party mediator. Their opinion will be binding and serve as a final ruling. All parties will honor and abide by their decision.
I, _____________________________________, attest to my authority to grant the above benefits and services provided by Wells Fargo Bank, it’s subsidiaries and associates.
_________________________________________
James O Smith Senior Vice President Private Banking Wells Fargo Bank Branch address Las Vegas, Nevada
ginamarie said
07:50 AM Nov 17, 2013
Whew! That's a lot of perks!!!
rebelp said
07:59 AM Nov 17, 2013
thank you so much for posting and sharing this.
dinardarling said
08:03 AM Nov 17, 2013
I love reading that list.
Thanks LC
MisterC said
09:14 AM Nov 17, 2013
Wow! Thanks for both lists.
Cas said
09:24 AM Nov 17, 2013
heardHeyeard u this am it was very helpful Ty so much lc
Pita said
09:24 AM Nov 17, 2013
Quite a list
globalalpha said
09:58 AM Nov 17, 2013
Thanks LC for posting a list of bank perks and members who added to the thread.
Alwaysconfused said
11:08 AM Nov 17, 2013
Thank you I hope I will get all of them lol
tx-icesk8mom said
12:45 PM Nov 17, 2013
Thanks for the list.
gimarie777 said
07:54 PM Nov 29, 2013
Thanks so much!
payitforward said
08:50 PM Nov 29, 2013
ATTN: LC - Could you tell me the date you posted "Getting Off the Grid" under General Discussion? There are hundreds of pages to go through and after the first 20 pages I gave up.
Thanks for providing this type of information to TNT Members.
GOODTIMES_1 said
10:19 PM Nov 29, 2013
Thank you for all the great info!!!! But one thing what is AUM (Assets Under Management)??
RoseEmerald said
02:44 AM Nov 30, 2013
Thank you so much for these lists! They are really helpful.
foxy56 said
04:56 AM Nov 30, 2013
Awesome, I had no idea there were so many perks.
THANK YOU FOR SHARING!
Metamorphosis2 said
07:12 AM Nov 30, 2013
Thanks for sharing
Texastwc said
07:27 AM Nov 30, 2013
Thank you - Good Stuff to remember. But you had a couple I never thought of.
hightide said
09:38 AM Nov 30, 2013
Hello LC,
That was an impressive list of perks you provided. I have a question. what do you mean by "tier grid"?
1 Heart 4 TNT said
10:02 AM Nov 30, 2013
Good list, some I would be embaressed(sp) to ask for with the $ we will have. I may have $ like the 1%, I am not going to act and become part of the 1% !!
Grateful5 said
02:11 PM Nov 9, 2014
Thank you for sharing the bank perks.
LC said
05:36 PM Nov 9, 2014
LC wrote:
Bank Perks
No fees ever for foreign currency exchanges
Consider parking a maximum of 10% of the exchanged funds with private banking for at least 12 months and received a minimum 40% annual return due to bank profits made from overnight sweep deposit accounts as consideration that include compounded interest daily.
Family Office Services
Perks can be based on AUM (Assets Under Management) in a tier grid
Discounts on AUM fees
No fees ever - no fee to deposit/wire transfer money
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
Bank Perks
AUM - Assets Under Management
Global Leader Risk Mitigation & Response
www.Kroll.com
Luxury Destination Clubs
www.Inspirato.com www.ExclusiveResorts.com
Private Business Club
www.ClubCorp.com
See my post in the TNT Dinar Form under General Discussion
GETTING “OFF THE GRID” REMOVING YOUR PERSONAL DATA – 15%
yes, I liked Tony's advice to just go through the perk lists and decide on what's important to you and ditch the rest.
Here's something I copied over from the old forum to my notes. I think it was originally posted by "Ricardo". thanks Ricardo!
By Ricardo - Something I have been working on... collecting everyone elses Great Ideas!
Feel free to make suggested changes for Everyone's benefit!!!
Bank Perks Agreement
The following benefits will be available and apply to all accounts as long as a minimum balance of $_____________________USD (or it’s equivalent) is held in one or more Wells Fargo accounts by Resonance LLC or another entity who’s primary signatory is the client, Hope I. Wynn.
All benefits will be available for my immediate family (son, daughter and their domestic partners) as long as the above requirement is maintained.
Banking Services
Complimentary Notary Services
Free courier services and overnight delivery with return
Two free safe deposit boxes (largest available, at preferred branches)
No fee/charge for cashing any form of check.
Free Traveler’s Checks
Wires and Bank Checks
No fees/charges for obtaining certified/cashier’s checks or money orders.
No fees/charges for sending/receiving domestic or international wires.
Foreign Exchange
No spread fees or foreign currency exchange fees on foreign currency exchange.
Bank rate (“no spread,” zero difference) on all currency exchanges.
ATM/Debit and Credit Cards
No annual fees on all credit cards
Zero percent APR on all credit cards (Visa, MasterCard, et al) for purchases and cash advances if paid in full within six months, followed by 2% APR on any remaining balances.
No cash advance fees.
Fully adjustable debit and credit card withdrawal limits set by card holder, changeable 24/7
Guaranteed “next day” replacement of lost or stolen cards.
No fees for additional debit cards (ie “linked” debit cards for employees, children, home staff, et al with specific monthly spending and withdrawal limits set for each cardholder.)
Checking and Savings Accounts
As stated above, all accounts shall be free of all bank fees and service charges as long as the client maintains a balance of $______________________USD (or it’s equivalent) is held in the client’s accounts.
These fees/charges include, but are not limited to:
Free checks (No fees or charges for any checks, including online overnight checks/payments from BillPay).
No online banking fees, checking account or savings account fees; No ATM or human teller fees, non-system ATM fees, debit or credit card fees.
No international/foreign transaction fees; transfer redirection charges, overdraft fees, excess transfer fees, returned deposit fees, stop payment fees.
No monthly or annual account maintenance/service fees or card fees, inactivity fees, account closing fees, lost card/replacement card fees,
Any “non-system” or “out of system” banking or ATM charges/fees will be paid for by Wells Fargo and reimbursed to my account within three business days.
In the event of any accounts being closed, all estate administrator fees will be paid by Wells Fargo.
Loans
Maximum 0.5 percent above Wells Fargo’s ____________________ bank rate from mortgages, real estate, auto and business loans
No loan application fees
Transactions
There will be no limitations of time or amount, penalties, charges or fees on transfer or withdrawal of funds from any of the client’s accounts.
Concierge Services and Misc Benefits
Complimentary Concierge Services 24/7
Complimentary premier lounge access at airports, ballparks, arenas, hotels, clubs, et al worldwide.
Insurance
Lloyd’s of London / Abbot Downing? insurance coverage for all accounts
Private Banking
Dedicated Private Banker / private banking services available 24/7
Upon request Private Banking will provide information and access to pre-IPO offerings and other “by invitation only” investment offerings.
No charges, fees or annual membership dues for full and unlimited access to Wells Fargo Commercial Electronic Office® (CEO) Portal or similar online executive banking management and market analysis services.
After hour appointments on request
Dispute Resolution
Any and all disputes will be resolved by an independent third-party mediator.
Their opinion will be binding and serve as a final ruling.
All parties will honor and abide by their decision.
I, _____________________________________, attest to my authority to grant the above benefits and services provided by Wells Fargo Bank, it’s subsidiaries and associates.
_________________________________________
James O Smith
Senior Vice President
Private Banking
Wells Fargo Bank
Branch address
Las Vegas, Nevada
thank you so much for posting and sharing this.
I love reading that list.
Thanks LC
heardHeyeard u this am it was very helpful Ty so much lc
Thank you I hope I will get all of them lol
ATTN: LC - Could you tell me the date you posted "Getting Off the Grid" under General Discussion? There are hundreds of pages to go through and after the first 20 pages I gave up.
Thanks for providing this type of information to TNT Members.
Thank you so much for these lists! They are really helpful.
THANK YOU FOR SHARING!
Thanks for sharing
Hello LC,
That was an impressive list of perks you provided. I have a question. what do you mean by "tier grid"?
Thank you for sharing the bank perks.
THANKS THIS IS AWESOME!!!
THANKS FOR THE POST THIS IS AWESOME AS WELL!