Banks, Investment Management Companies, Fiduciary Companies, Independent Advisors
Tax Advisors, Lawyers, Auditors, Accountant
Single FO, Multiple FO, Independent Family Officers, Virtual Family Offices
Consolidated Per-Family-Member Global Wealth Reports - In-Depth Analysis on Portfolios, Real Estate, Private Investments - Family Financial Statements.
Tax consolidation, foreign tax credits recovery, accounting for legal entities with accounting issues related to financial instruments and portfolio management.
Constant monitoring of financial indicators - innovative tools for management.
Backoffice for AML and other Regulatory obligations.
Management tools for Art Collection.
Increase relationships and cross-selling opportunities.
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