We create custom reports that provide transparency into your holistic financial picture—allowing you to make informed decisions about your long-term goals.

Custom reporting can be integrated with our comprehensive services or offered as a standalone solution. We provide:   

• A comprehensive view of assets aggregated from multiple custodians
• Statement of net worth inclusive of investable and non-investable assets
• Asset allocation presented at group and entity levels
• Performance reporting for public and private market investments
• Clarity of ownership across all entities
• In-depth analysis of your spending habits
• Data reconciliation by a team of investment accounting specialists