Our Service Objectives
Prima cultivates relationships through implementation of the 'Prima Process' , our methodology in formulating successful relationships.
The relationships culminate to an array of successful outcomes for our clients, both in their business and personally, the following is an
example of the objectives we can achieve through our introductions.
Business Objectives
- Introductions to high-net worth individuals and family offices, venture capital groups, and financial institutions,
- Merger and Acquisition opportunities
- Board of director and board of advisor placements
- Obtaining intellectual capital
- Strategic partnerships and other high-level strategic relationships
- Strategic advice.
Personal Objectives
- Introduction to politicians, celebrities and organization to further client's political and social connections
- Introductions to leading professional service organizations including wealth managers, tax/trust accountants, and lawyers
- Introductions to legacy opportunities, including facilitation of relationships with charities, foundations and social causes of interest
- Introductions to future business opportunities
How we work with our clients
Prima facilitates introductions through coordinating a specified number of conference calls and face-to-face meetings on a monthly basis
with our client and our contacts. Essential to our service, is the follow-up that occurs after the introduction, ensuring that information is
exchanged and follow-up conversations take place.
We also specialize in "roadshow" scenarios whereby our client travels to a specified city, such as
Prima features 25 partner offices located in 21 cities globally. Our partner offices work closely with us to facilitate relationships for our
clients within their respected regions and networks. Here is a listing of cities:
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