PWM Client Welcome Gift

As a way to differentiate Private Wealth Management as an elite brand, increase client loyalty and provide an elevated welcome experience to our ultra high net worth clients, you now have the option to send a welcome package. This includes:

1) A welcome note that can be customized by the Private Wealth Advisor (please provide the names that should appear on the bottom of your notecard)

2) A PWM branded gift. You can select from five options: an elegant plate, leather portfolio, leather dopp kit, luxury pen or a donation on behalf of your client to Feeding America

Each gift option will be delivered in a premium gift box and packaging materials.

Details

• To be eligible, recipients must be NEW clients who deposit at least $10mm in new assets within 1 month of opening their first PWM account.
• Items will be shipped directly to you or your clients from Scarborough & Tweed via UPS.
• There are no customization options available for individual gift pieces.