Reporting and Record Keeping
The maintenance of records and ensuring there is a strong reporting culture is another core part of our services. Key to these services is:
Administrative services ( Enhanced Concierge services )
Administrative services, or back-office services, are essential to the smooth running of a family office. These services will include:
- Consolidating and reporting all family assets
- Consolidating performance reporting
- Benchmark analysis
- Annual performance reporting
- Maintaining an online reporting system
- Tax preparation and reporting
Administrative services ( Enhanced Concierge services )
Administrative services, or back-office services, are essential to the smooth running of a family office. These services will include:
- Support on general legal issues
- Payment of invoices and taxes and arranging tax compliance
- Bill payment and review of expenses for authorization
- Opening bank accounts
- Club (golf,private,etc.) memberships
- Management of holiday properties, private jets and yachts
- Budget services, including wealth reviews, analysis of short and medium term liquidity requirements and long-term objectives