Private Jet Service is not only for the super rich and movie stars. Private Jet Service can enhance Financial Services Professionals ability to service selected clients and their needs. Private Jet Service may help the Financial Services Professionals below.

Danny and Alexis runs a financial services practice ( D &A LLC) that specializes in commercial property and casualty coverages. D&A’s practice focus is specialized risk insurance services that help companies protect against transportation risks through loss prevention solutions. They recently acquired a major client with multiple companies and multiple locations. This new client needs a comprehensive solution as soon a possible.

 

Danny, Alexis and the management team are exploring the most efficient way to expedite. Do we send multiple teams to all eight of the client locations for three solid weeks? This can get real expensive with food, lodging, car rentals etc. Or is there a way to get one team in to each location for 4 hours each day and get the assessment job done in 4 days?. This one team option is preferred as D &A LLC can send more people in at one time for maximum effectiveness.

Cheng, Barry, Julio and Bilal have built quite a financial services practice (CBJB Inc.) over the last several years. Cheng and Barry practice focus is tax planning including stock options. Their radio talk show ‘Taking Stock of Your Options” is a hit in the 20 states that are licensed in. Julio and Bilal practice focus is estate planning and executive employee benefits. CBJB Inc was contacted by a midsize company to provide advice to a select group of their executives with exercisable stock options. The company wants their strong executive team to focus the continued growth of the company and not on deciding when to exercise their stock options. This can be a complex decision.

 

Cheng, Barry, Julio and Bilal have discussed the planned meetings. They must meet with each executive in person and discuss each executive strategy and help him or her prepare the documents. Also the VP of Benefits has asked CBJB Inc to do a preliminary discussion of estate planning for each executive. The executives are located in 6 different locations including London.

 

Cheng, Barry, Julio and Bilal still have to service their current clients and have several large cases in their pipeline. The challenge is to get this client serviced as soon a possible and get back to the firm. 

 

In CBJB Inc case above, they may want to rent an aircraft with passenger capacity of 7. This is ample room to conduct meetings on the plane. They land and the client meet them at the private airport and the meetings are conducted. Cheng and Barry provide counsel and expedite the stock options planning, Julio and Bilal provide counsel and prepare the clients for the next estate planning session. The team then takes off to the to the next city. They estimate they can take on 3 cities a day. This minimizes lodging, car rentals and conference room fees and expenses.

 

As we said earlier, private jet service is not for every business situation.  Private Jet Service is not only for the super rich and movie stars. Private Jet Service can enhance Financial Services Professionals ability to service selected clients and their needs.