Consolidation of Assets
Simplifying your estate planning
Reporting and record keeping can become tedious when you have several different asset classes, businesses and philanthropic activities to oversee.
The 1618 Investimentos team offers diagnostic investment reviews and ensures that portfolios of both financial and non-financial assets, are recorded and reported in a personalized manner according to your guidelines.
With a complete overview of your estate in a single picture, planning is significantly simplified and more efficient.
- We prepare a fully customized and consolidated overview of your financial assets, real estate, works of art or any other asset classes from various financial institutions;
- We customize reports with portfolio details and performance analysis.