FREE TRAINING
ARTICLES
ABOUT
REVIEWS
LOGIN
BECOME A MEMBER
Wealth Transfer Audit
Name
*
First
Last
Email
*
Phone
*
Do you currently own any luxury watches?
*
Yes
No
Do you currently own any exotic cars?
*
Yes
No
What car(s) do you own right now?
How much was your most recent auto loan (loan size and monthly payment)?
Which brands of watches are you in the market for:
Omega, Breitling, Panerai
Rolex, AP, Patek
I’m not sure what’s best for me
I’m not interested in watches
Which of the following would you like to start or scale up in 2025?
Actively watch trade for profit
Purchase Market Value Watches ($10k min budget) as investments to hold
Hack a weekend car
Hack a daily driver
Buy an investment car
Travel internationally
Do you or your partner currently own any luxury goods like bags or jewelry ? If so, which brands?
Coach, Kate Spade, Michael Kors
PRADA, YSL, Louis Vuitton
CHANEL & Hermes
Would you to learn more about purchasing and investing in Art?
Yes
No
How many points have you accumulated on your credit card?
0-100k
100k-500k
500k+
My goals for 2025 are:
*
Is there anything else you’d like us to know about ahead of your audit?
Once you submit your audit, you will be redirected to to schedule a call with an advisor to go over your audit!
Δ