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.
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?
- 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
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