Our primary aim is to provide peace of mind and comfort to our clients, by offering them comprehensive services and helping to manage their assets. We help to administer the various elements of clients’ property, including financial assets, real estate assets and companies or business operating in various jurisdictions. By entrusting us with their property management, our clients are free to focus on their other important interests.
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:
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.
We know that liaising with banks requires time and energy, and that it can often be irritating. By taking advantage of our banking management services you can be free to concentrate on other interests while we deal with all of the formalities connected with opening accounts, negotiating advantageous deposit terms and making payments via e-banking systems.
At your request, we can also help to open and manage investment accounts, conclude agreements for asset management, or acquire participation units or investment certificates in open and closed investment funds.
At SSW Family Office, we securely store all of your property documentation and ensure its:
Each document is stored in both paper and electronic formats. The electronic format is secured by backup. To enable easy access to the documentation, we maintain valid digital archives on an electronic data carrier.
The experienced specialists at SSW Family Office and SSW Pragmatic Solutions can assist you by joining the supervisory boards of the entities in which you own shares, to safeguard your business and financial affairs by ensuring proper ownership supervision.
Our financial specialists can also regularly monitor the operating and financial position of corporate subsidiaries. Using information acquired from the Management Board and key employees, we prepare analyses of financial statements, management reports and key financial and operating indicators.
At your request, we can audit selected areas of a company’s operations or specific transactions.