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.
- We provide personalized statements online through our website so that you can access them at any time.
- We provide statements through our dedicated app so that you can access information about your financial assets with more convenience.
Download the 1618 App here
About Multi-Family Office