We appreciate the difficulties involved in attaining a consolidated overview of your investable assets. We also understand that despite many service providers offering consolidated overviews, most are not truly independent, and thus wish to offer you additional advice or sell you a variety of investment products. We are truly independent and have no strategic intent to provide investment advice or banking service.
We offer a range of valuation and reporting services to suit your needs. To learn more about our high-touch, independent services please write to us or give us a call (see Locations).
An example of our Family Wealth Offices consolidated reporting is enclosed here. We also offer expert services in the way of fund set-up and accounting.