Initial assessment and model building will take around 1 to 3 months. Then after we produce monthly or quarterly reports and conduct regular meetings with the client.
High net worth individual asset consolidation
Quarterly calculation of individual net worth. Quarterly reports that answer 4 basic questions: How much do I make? How much do I spend? What do I own? How much do I owe?
- creating a system of easy-to-understand plans and reports
- regularly monitoring changes in financial condition with the client
- conducting quarterly workshops to facilitate discussions on risks and decision making
Initial assessment and model building will take around 1 to 3 months. Then after we produce monthly or quarterly reports and conduct regular meetings with the client.
- creating a system of easy-to-understand plans and reports
- regularly monitoring changes in financial condition with the client
- conducting quarterly workshops to facilitate discussions on risks and decision making
Related products
High net worth individual asset structuring
Asset structuring for capital preservation. We will help structure assets properly to ensure capital preservation of high-net-worth families.
Monitoring investment projects
Monitoring investment projects. Magrat monitors the performance of target companies and makes sure investors receive adequate information on the...
Mergers & Acquisitions Advisory
Assistance in buying and selling of assets. We assist our clients, mainly high-net-worth individuals, in buying and selling of...
Cookie Policy
Privacy Overview
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
Cookie | Duration | Description |
---|---|---|
_GRECAPTCHA | 5 months 27 days | This cookie is set by Google. In addition to certain standard Google cookies, reCAPTCHA sets a necessary cookie (_GRECAPTCHA) when executed for the purpose of providing its risk analysis. |
caosLocalGa | 1 month | This cookie is used to determine whether the browser accepts cookies. It expires when we close the browser. |
cookielawinfo-checbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
cookielawinfo-checbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
cookielawinfo-checbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
cookielawinfo-checkbox-advertisement | 1 year | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Advertisement". |
cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |
wp-wpml_current_language | 1 day | Stores the current language |
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Cookie | Duration | Description |
---|---|---|
ast_login | the date of previous login |
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Cookie | Duration | Description |
---|---|---|
_gat | 1 minute | This cookies is installed by Google Universal Analytics to throttle the request rate to limit the colllection of data on high traffic sites. |
_ym_d | 1 year | This domain of this cookie is owned by Yandex.Matrica. This cookie is used to store the date of the users first site session. |
_ym_isad | 20 hours | This domain of this cookie is owned by Yandex.Matrica. This cookie is used to collect information about the user like his characteristics, behaviour on page and targeted actions. |
_ym_uid | 1 year | This cookie is by Yandex.Metrica. This cookie is used to set a unique ID to the visitor and to collect information about how visitor use the website. Thus it help to track the user and the collected informationn is used to improve the site. |
_ym_visorc | 30 minutes | Allows Session Replay to function correctly |
_ym_wasSynced | never | This cookie is set by the provider Yandex Metrica. This cookie is used for collecting information about the user interaction with the website. This tracked information is used for optimizing the website. |
caosLocalGa_gid | 1 day | This cookie is used to count how many people use the website in a day. |
i | 10 years | Used for identifying site users |
sync_cookie_csrf | 10 minutes | This cookie is set by the Yandex metrica. This cookie is used to monitor the connection with the website and third party Data Management Platforms. The cookie also collects information on the user behaviour on the website which is used for optimizing the website. |
sync_cookie_ok | 1 day | This cookie is set by the provider WebVisor. This cookie is used for marketing purposes. |
yabs-sid | session | These are cookies used by Yandex Matrica script belonging to the company Yandex. This cookies are used to measure and analyse the traffic of the website by giving information about how the users use the website. |
yandexuid | 1 year | This cookie is used to identify the users. This cookie collects information about how visitors use the website. This information is used for internal analysis and site optimization. |
ymex | 1 year | This cookie is set by yandex. This cookie is used to collect information about the user behaviour on the website. This information is used for website analysis and for website optimisation. |
yuidss | 1 year | Used for identifying site users |