Family Wealth Reporting

Many families use complex financial structures with entities domiciled in various locations to achieve their own objectives. We are able to act as the single information repository in relation to assets within such structures, which helps eliminate the risks associated with disparate sources of information and data.

We understand the importance of being able to provide independent and impartial oversight of family assets and can provide cash management services and consolidated financial reports.

Our services include:

  • Consolidated reporting to allow strategic decisions to be made on asset allocation and risk management
  • Assistance with due diligence across all asset classes
  • Monitoring of investment performance in terms of return and risk and the provisions of bespoke reporting
  • Cash flow forecasting to monitor investment performance against expenditure
  • Monthly reviews of income and expenditure against forecasts