Family Office Analytics
CUSTOMIZED REPORTING, OVERSIGHT AND RECOMMENDATIONS
Wealth can be complicated. Many families have multiple accounts with multiple service providers. We provide a comprehensive overview of your portfolio with a customized reporting package and provide constant oversight of your assets, whether those assets are managed externally, or by us.
We generate monthly, quarterly and yearly multicurrency reports that are tailored to you and your accounts, asset classes, positions, jurisdictions, family groups or subgroups. Based on our understanding of your accounts and the markets, we will make recommendations when necessary, or make you aware if we see something amiss. Through our direct electronic data feed, you can also get real-time offshore reporting for any account or custodian in the US and offshore. The benefits of Family Office Analytics include:
- Consolidation: Consolidate all your accounts from different custodians in one report; Group and consolidate different accounts and custodians in the most efficient way.
- Transparency: Track your investments policy by fees, account, institution and investment.
- Customization: Have 24/7 online access to all your reports via secure online portal; Tax reporting information for all accounts in your fiscal residence reporting currency
- Monitoring: Minimize correlation among assets, avoid asset overlaps and gain a clear understanding of risk and reward for all portfolios.
- Benchmarking: Illustrate performance attribution by asset class, manager and financial institution against the corresponding benchmark.