Budgeting & cash flow
planning
- Our dedicated adviser assist client’s in
finalizing external managers fees, commissions or
any other costs transparently & competitively
and will work to create return models to calculate
annualized net of returns and cash flow plans for
what to re-invest and what to pay out to the family
on a regular basis.
Book keeping
- Our back office supports our dedicated adviser
to provide on a regular basis a detailed expense
or cash flow account of client portfolio including
both investment & expense accounts.
Professional services coordination
- Our dedicated adviser coordinates for all the
3rd party professional services on client’s
behalf to ensure the portfolio is being invested
in a most tax efficient & appropriate manner
in accordance with the local laws where the product
or manager is domiciled.
Bill processing & cheque
writing
- Our back office supports our dedicated adviser
to ensure all necessary bills and orders are processed
for both expense & investment accounts and
if client’s wish can either write cheques
on their behalf or produce reports for client
to write cheques themselves.
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