The Relationship Framework

At Prospera Capital, our commitment is to place our clients at the core of everything we do. Our Relationship Framework is designed to create a seamless, transparent, and efficient partnership between you, Prospera Capital, and your chosen custodian bank. This framework is built on three key elements: client-centric strategies, collaborative partnerships, and transparent reporting, ensuring that your wealth is managed with the utmost care and precision.

Elements of the Framework

1. Client (You): The Core

The Client is the central focus of our relationship framework. Every strategy, decision, and service is crafted around your financial goals, aspirations, and long-term vision. You remain in full control of your assets while benefiting from our expertise and support.

2. Prospera Capital: Your Trusted Advisor

We are your trusted partner and advisor, responsible for:

  • Crafting bespoke strategies that align with your unique financial objectives.
  • Executing investment plans with discipline and precision.
  • Providing transparent reporting and regular updates to ensure clarity and confidence in every decision.
  • Offering insights and recommendations tailored to your evolving needs and market dynamics.
3. Custodian Bank: The Safeguard

The Custodian Bank serves as the secure entity for safekeeping your assets. Under Prospera Capital’s guidance, the custodian ensures:

  • Execution of transactions based on strategies developed by Prospera.
  • Access to global financial markets and best-in-class products.
  • Protection and custody of your wealth.

How the Framework Works

  1. Discovery: You partner with Prospera Capital to identify financial goals and chart your journey.
  2. Custodian Selection: We help you select the most suitable custodian bank for asset safekeeping, based on your needs.
  3. Strategy Development: Prospera Capital crafts a bespoke investment roadmap, aligning with your vision for growth and legacy.
  4. Execution: Under the Limited Power of Attorney (LPOA), we implement the agreed strategy, collaborating with custodians for smooth execution.
  5. Transparent Reporting: Both Prospera Capital and the custodian bank provide clear, real-time reporting, ensuring you’re always informed.