As advisors we ensure that family offices maintain records and there is a strong record keeping culture in place. Some of the services include consolidating and reporting all family assets, expense management, performance reporting, reporting of financial statements.

We help you to successfully transition ownership, leadership and management of your business and family’s assets to your successors. Evaluation of strength, weaknesses, opportunities and threats of senior management to ensure smooth succession, re-evaluation of the family board, implementation of inter-generational transfer plans, are some of the services extended to families.

We assist our clients in many office management procedures, which include efficient data management, accounting preparation and bookkeeping. We also provide assistance in setting up accounting standards and procedures. We assist our clients in bank statement reconciliation and support other general administrative issues.