Reporting - periodical reports on the status of assets
Have you ever forgotten about a bank deposit created a long time ago?
Do you always calculate the amount of expenses incurred for specific investments and their return rates?
Are you sure which inflows and outflows will be generated by your assets in the coming year
SSW Family Office maintains a detailed assets’ register and monitors any asset-related developments. We compile reports that are tailored to each client’s requirements, including:
Comprehensive assets’ list and asset-related developments
List of investment expenses for specific projects and calculations of return rates
Calculation of the market value of assets portfolios
Forecasts of cash flows within an assets portfolio
The precise form, content and frequency of our reports is adjusted to best suit each client’s needs. Such reports constitute a valuable source of information on a range of important factors (inc. liquidity or territorial concentration) and facilitate the adoption of new investment decisions.
How can we help?
SSW Family Office services – corporate services
We know that our clients may also be interested in basic corporate services, such as the provision of a registered office address. We offer the following services in accordance with a clear and fair price list.