Wealth reporting Wealth reporting

Having accurate details of the entire family fortune is essential to forward planning and strategy.

• Asset consolidation
• Advanced management systems
• Performance analysis
• Analysis of management costs
• Risk assessment

To have a bird's eye view of the family's assets, as well as personalized reporting, is an added value – and not an insignificant one.

Real-time valuation of your total portfolio can be achieved by aggregating accounts held with numerous financial intermediaries.

We can provide a detailed performance report by aggregating various clusters (analysis by asset class, security, business sector, country, etc.)

We can independently analyze banking fees and taxes on assets – it's important for you to have a full and accurate picture of your investments.

A complete risk assessment is an essential part of evaluating and verifying the quality of your investments.

Contact KPMG Multi Family Office Monaco to learn more about our wealth reporting services for more information on how we can help support your family office.

Want to do business with KPMG MFO? Submit your request for proposal online and we will get back to you as soon as possible.