Aggregated Record Keeping and Reporting

For High Net Worth Families

Some of the most common frustrations people have with financial management is administration, record keeping and the lack of aggregated reporting.

With so many different accounts and asset types, it takes a lot of effort to stay on top of everything. Typically, none of your suppliers has access to all your accounts, which leaves high level record keeping and reporting up to you.

Few people have the time or the inclination to stay on top of their records or to generate aggregated reports on their own.

With so many different accounts and asset types, it takes a lot of effort to stay on top of everything. Typically, none of your suppliers has access to all your accounts, which leaves high level record keeping and reporting up to you.

Few people have the time or the inclination to stay on top of their records or to generate aggregated reports on their own.

The Implication

As the saying goes, “you can’t manage what you can’t measure”. Financial management occurs on a product by product or an account by account basis. The big picture is lost, and so is the opportunity for strategic net worth planning.

The Implication

As the saying goes, “you can’t manage what you can’t measure”. Financial management occurs on a product by product or an account by account basis. The big picture is lost, and so is the opportunity for strategic net worth planning.

You engage a FAMILY OFFICE to look after what no one else does.

The Alternative

A family office looks after your net worth administration, record keeping, reporting and big picture planning.

Working from a consolidated net worth perspective allows you to performance optimize at a whole new level. It allows for more strategic asset allocation. It’s easier to recognize inefficiencies, gaps and overlapping expenses. In short, it enables more strategic and responsive planning, goal achievement and estate organization.

The Alternative

A family office looks after your net worth administration, record keeping, reporting and big picture planning.

Working from a consolidated net worth perspective allows you to performance optimize at a whole new level. It allows for more strategic asset allocation. It’s easier to recognize inefficiencies, gaps and overlapping expenses. In short, it enables more strategic and responsive planning, goal achievement and estate organization.

CONTACT US to discover the benefits of aggregated record keeping and reporting.

Contact Us

How We Help

By providing unbiased advice and direction through life’s transitions

Unbiased
Reviews &
Alternatives

Learn More

Strategic
Planning
.

Learn More

Vendor
Coordination
& Direction

Learn More

Family
Meetings &
Facilitation

Learn More

Aggregated
Record Keeping
& Reporting

Learn More

Managing Beyond
Your Portfolio

An Unbiased Approach to
Family Office Services

DOWNLOAD eBOOK