Exclusive Packages

# Exclusive packages designed for
your family's next step.

We have created a range of bundled solutions to help families take the first step — or the next step — towards comprehensive wealth coordination.

Family Education 20% Off + Free Consultation

### Family Wealth Academy

Your family's financial education, reimagined.

Receive a complimentary first consultation plus 20% off our flagship financial education programme — including a personalised family wealth roadmap tailored to your goals and circumstances.

Complimentary first consultation + 20% off the flagship financial education programme, including a personalised family wealth roadmap.
Enquire now
Estate & Legacy 15% Reduced Fee

### Legacy Planning Package

Generational Continuity Package

A comprehensive, bundled solution covering wills, trusts, succession structures, and tax planning — all coordinated under one roof at a reduced combined fee, ensuring your legacy is protected from every angle.

Bundled wills, trusts, succession structures + tax planning at 15% reduced fee.
Enquire now
Wealth Coordination 10% Discount

### Wealth Coordination Offer

Holistic structuring, intelligently bundled.

Receive a 10% discount on comprehensive wealth structuring when combined with our investment advisory service, plus free quarterly family wealth review sessions to keep your strategy on track.

10% discount on wealth structuring + investment advisory, plus free quarterly family wealth reviews.
Enquire now
International Advisory 12% Off + Briefing

### Global Advisory Package

Global Reach Package

12% off cross-border advisory covering international tax planning, residency strategies, and global investment structures, plus one complimentary global market briefing tailored to your family's footprint.

12% off cross-border advisory + one complimentary global market briefing.
Enquire now
Business & Enterprise Reduced Fees

### Enterprise Solutions

Built for family-owned enterprises.

Reduced corporate advisory fees for family-owned enterprises seeking succession planning, governance structures, and business valuation strategies — recognising the unique challenges of family business management.

Reduced corporate advisory fees for family-owned enterprises.
Enquire now
Wellbeing 25% Off

### Health & Wellbeing Programs

Holistic health for families who value the full picture.

25% off our introductory holistic health and personalised wellbeing coaching package — because enduring wealth includes the health and vitality of every family member across every generation.

25% off introductory holistic health + personalised wellbeing coaching package.
Enquire now

Terms and conditions apply. All offers are subject to eligibility and availability. Please contact us for full details.

Get in Touch

## Speak to us about any of these packages

Our team will guide you to the offer that best fits your family's needs — with no obligation and complete confidentiality.

Contact us today
Stay Informed

## Exclusive insights,
delivered to your family.

Join our private newsletter and be the first to hear about new packages, market intelligence, and wealth strategies — curated exclusively for single family offices and like-minded families.

- Early access to new promotions & bundled packages
- Quarterly market & investment insights
- Estate, tax, and succession planning updates
- Invitations to private family office briefings

### Subscribe to our newsletter

No spam. Unsubscribe at any time. Strictly confidential.

Full Name
Email Address

By subscribing you agree to receive occasional communications from MCM Wealth Management Limited. We will never share your details with third parties.

✓

You're on the list. Welcome to the MCM circle.