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?

 1,000
month
Experts
Igor Raikhelgauz
Dmitri Poleštšuk
Dmitri Iljushin
Oleg Zagrevskyi

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
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.

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