We deliver comprehensive reports that encompass your entire wealth management strategy and enable you to customize your reporting to your specific needs, preferences and financial profile, including:
- Asset Allocation
- Financial assets
- Alternative investments
- Hard assets-such as real estate
- Multigenerational reports
- Multiple custodians
Performance analysis and benchmarking
- Balance sheet movement & tracking
Audit & Risk Control
Wealth brings increased exposure to potential liabilities. That’s why we place a high priority on designing and implementing comprehensive risk-management strategies that can protect your wealth, reduce your exposure and give you peace of mind.
Our Risk Management Services will assess your investments that may include:
- An evaluation of any risk-management on your assets
- A comprehensive report outlining our findings and recommendations
- Reporting consolidation
We offer our Audit & Risk control services to our family offices clients but also to family offices that have different asset manager and will like to have an external risk control, reporting and audit of their investments.