Asset Consolidation & Allocation
We prepare consolidated financial statements in a clear format, giving a global overview of all your assets. The statement is tailor made to your specifications and can include one or more bank accounts, financial assets, real estate, works of art or any other asset class.
The consolidated financial statement serves as a base for assessing your global asset allocation in terms of risk profile, diversification and liquidity. We also prepare cash flow statements highlighting inflows and outflows (return, expenses, and investments) for any given period.
The cash flow statement helps tracking performance, monitor and control costs and can be used as a tool for financial planning and budgeting.
The consolidated financial reports are also made available online for your ease of use.