Private assets (and assets don't just start at several million) must be recorded and managed with ever more precise and detailed information. We would like to emphasize here that we are not investment advisors. If you have any questions about specific systems, we will advise you on the individual aspects. We leave the investment strategy to the trained advisors.
Monitoring the results of the investment strategy is part of private investment advice. Similar to annual financial statements in the corporate division, you will also receive a comparison of expenses and income as well as assets and debts. If this is compiled and graphically processed over the years, fact-based decisions can be made in the area of private assets as in a company.
In addition, there is the calculation of the tax consequences of decisions made or planned as well as the planning of liquidity.