Wealth reporting

An excellent overview is always the key to making intelligent, long-term decisions. If you don't recognise problems, potentials or optimisation needs early enough or correctly, you may lose the opportunity to take the best route for you and your wealth.

Philanthropy

Knowledge that creates your wealth

An excellent overview is always the key to making intelligent, long-term decisions. If you don't recognise problems, potentials or optimisation needs early enough, or correctly, you lose the opportunity to take the best route for you and your wealth. 

We work with a well-known tax consultancy and auditing company to draw up your individual reporting concept. This gives you the opportunity to make competent decisions from the perspective of your entire wealth and in accordance with your wishes. In addition, the reporting service relieves you of a large number of time-consuming and administrative tasks.

The comprehensive report on your entire fortune – development, performance contributions and the services provided by your asset manager, is complemented by reports on billing control, tax documentation and correct accounting. Special reports focusing on a single segment of your portfolio, for example private equity, are naturally also available.

We monitor the work of your asset manager, check condition contracts and support your communication with your banking and finance partners, particularly with regard to periodic statements of accounts.

Thanks to asset monitoring by HSBC, your wealth will benefit from professional supervision, making it possible to recognise risks earlier, identify weaknesses sooner and exploit yield potentials more quickly. 

We believe your philanthropy plans and charitable structures belong at the heart of your overall wealth management strategy.

Please note the information/risk warnings provided in the legal disclaimer.