The Consolidation of Accounts service, will offer a Balance Sheet approach towards our clients. It will present a detailed report about the market value of all the client’s assets & liabilities which will include, but not limited to the following:
- Assets: Personal Property (Jewellery, Arts Collections, Boats, Vehicles &Cars…), Balances of bank accounts, Investment Portfolios, Loans Receivable, Real Estate, Cash, Other…
- Liabilities: Current Debit (Credit cards, Medical Bills, Taxes…), Mortgages, Loans, Other…
A Real Estate portfolio will be organized and evaluated on periodic basis according to the client’s needs and which is very valuable in structuring the Wealth Protection and Succession plans.