WEALTH REPORTING

As investment products become more diverse, keeping track of the financially successful family’s assets and their value is becoming increasingly difficult.  This can make monitoring the family’s wealth, at best, more time consuming and, at worst, almost impossible for the family administrator or trustee.

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We have developed our own systems and procedures for monitoring the composition and performance of a family’s investments and other assets.  Our systems enable us to present the family or its advisers with comprehensive and timely reports consolidating the family’s entire asset base. 

 

The asset and performance analyses within our reports are tailored to the individual family’s needs in a way that we believe is unique in the marketplace.

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We consider that our independence from the investment process means that we can concentrate on our client’s needs and monitor objectively any investment adviser’s performance.