Everything the family owns, in one report.
Families with companies, property and portfolios spread across banks and countries, who want one view of it all.
Summary of terms
Note 2.4
Fees from
From €900 / £800 a month
Timing
First consolidated report in two months
For
Families with several entities
Led by
Priya Raman
Fees are fixed in writing before we start. Excl. VAT.
Consolidated report every quarter
Bank, custody and property data in one place
Performance and costs by asset
Tax position in each country
A family meeting each year
Collect
We connect banks, custodians and companies and keep the data up to date.
Report
Every quarter you receive one report, in the language each member of the family prefers.
