OUR SERVICES

ACCOUNTING SERVICES
  • Financial reporting and consolidation
  • Budget planning and cash flow
  • Tax planning and tax accounting
  • Personal and corporate cash management
  • Legislation updates and compliance
  • Better grasp of financial statements
ASSET MANAGEMENT
  • Investment strategy and asset allocation
  • Portfolio performance analysis and reporting
  • Diversification/international restructuring
  • Special projects and analysis, co-investment evaluations
  • Economy and market updates
  • Cash flow and investment planning
  • Analysis and education on wealth concepts and asset classes
FAMILY SERVICES
  • Coordination with third parties i.e. legal and tax advisors
  • Family governance and support services
  • Family activities and meeting planning
  • Education of the next generation
  • Managing communication platforms
  • Estate and sustainability planning
  • Family information center
  • Travel support services