top of page

Asset Consolidation

From our Multi Family Office, we offer different consolidation reports, which will contribute to optimizing the investment strategy and asset growth of our families.
Asset Consolidation Report
Balance Sheet

This report provides a consolidated view of the client's different investment portfolios, including their bank accounts. It allows us to comprehensively manage the risk of investments in the financial markets of each family and measure their overall performance.

The client's financial situation is reflected in a single report, including financial and non-financial assets (real estate portfolio), as well as financial and non-financial liabilities. 

bottom of page