SAMM, through its distributions channels and experienced in-house staff can also provide bespoke advice to Clients with regard to:

• Reviewing business plans and strategies
• Drafting investment memorandums, financial projections and any other supporting documentation
• Identifying potential investors
• Determining the timing, structure and terms of any potential transactions
• Defining the appropriate format and content of any presentations to be made to potential investors
• Choosing professional advisers, determining their terms of reference and, following appointment of such advisers, assisting with co-ordination of their respective activities

Through our selected custodians, we can offer advice on:

• Private Banking Products including lending, equity mortgage release, credit cards etc.
• Commercial Banking including letters of credit and asset finance (yachts, aircraft, cars etc)

We can provide access to selected partners who can offer:

• Customised Structured Products
• Personalised Planning and Products in a variety of jurisdictions
• Pension Release via a range of customised solutions for example
• Life Assurance
• Offshore Personal Bonds
• Personalised Investment Funds
• Offshore Trusts and Companies