Production of a Consolidated Wealth Position including all the assets of the family, showing attribution to the different branches of the same family. This summary enables greater control over the occurrence of risk factors linked to individual asset classes, it strengthens the ability to monitor income and capital solidity, and it supports the definition of a Personalised Family Benchmark.
Organising and managing the family’s total cash flow, including its individual components, to determine the most significant cost centers in the short and medium term. This involves the creation of a robust Action Plan capable of attaining an equal balance between liquidity, capital efficiency and limited risk exposure.
The verification and implementation of an accurate archiving system for safekeeping documentation relating to individual assets and the rights and/or obligations connected with those asset holders, third parties, or agreements between family members.