Services Magrat

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?

budget capital preservation high net worth individual HNWI net assets net worth private assets UHNWI wealth management

Included
Timing

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.

Included

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

Timing

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

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