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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:
  • 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 
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