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VIP Relocations and Business Critical Moves

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VIP Relocations and Business Critical Moves


When it comes to Global Mobility, there are some moves which have a certain gravity within your business. Often referred to as “VIP” or “Ultra High Net Worth” individuals, these are people of significant influence who have the ability to change the fortunes of organisations.


Sophisticated Requirements

The nature of these moves, and the people at the centre of them, means that they are often highly complex, sensitive in nature and require next level solutions – the type of which are unlikely to be available as part of your conventional global mobility programme. So how do you manage moves with this level of sophistication?

AGM Premier, the platinum standard for VIP assignment management, will address this question in partnership with Barclays Wealth and Deloitte’s Ultra High Net Worth team.


Roundtable Breakfast Discussion

Join us, as we jointly host an exclusive breakfast roundtable briefing with key partners who specialise in providing services for this specialist need and share their expertise.

During the session you will hear from specialists including: Personal tax and immigration advisors, Lifestyle Managers, Fine Art experts, personal security experts, Wealth Managers and in-house senior Global Mobility representatives.  Together we will firmly address this challenge to ensure that your next VIP move is a success.

 

Who Should Attend?

This event will be perfect for Senior Global Mobility, PAs to premier tier executives and UHNW individuals and HR Directors and  who wish to set out a defined proposition for premier tier executives and non-executives who are your top 1-10 employees in your business.


VIP Specialists on our panel

This roundtable has been brought to you by AGM Premier and Deloitte


Corporate VIP services: Anita Blanchett

Relocation: AGM Premier

UHNW Tax: Carole Crossley Deloitte

Investments: Barclays Wealth

Lifestyle Management: Nicola Abad, Privee Concierge

In-house Global Mobility: Goldman Sachs

Security: Bellstone

Fine Art: Laura Uccello Fine Art advisor



Discussion Points


What does a VIP service look like?

Tax implications

The role of the PA

Security

Company related moves vs personal moves (Exec vs Non-Exec)

The value to mobility and how this can utilised to raise a  profile

Case study from mobility staff

Managing exceptions

When to say no to the CEO request and when to let it go

Compliance: managing VIP requests within an E&C framework

Immigration: how to approach VIP requests that fall outside standard immigration ie retirement third party locations 



Map Barclays Wealth, 5 N Colonnade, London, United Kingdom
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