Virtually all client families take advantage of the fact that we have a holistic view of their assets by having HIGHVERN perform regular global financial reporting across all personal and investment assets.
This allows us to report on short term movements such as cash inflows and outflows, expected capital calls and any debt-related payments or sales of assets, whilst also reporting an overall net worth position which can be very helpful in assisting with global estate planning. Our aim is to ease the burden that can come with managing wealth, saving families time, cost and unnecessary worry.
Key Features
Central storage point
Easy portal access
Protection of core documents
Secure access rights