Reporting and Record Keeping
Consolidating and reporting all family assets.
Consolidating performance reporting.
Bench mark analysis.
Annual performance reporting.
Maintaining an online reporting system.
Tax preparation and reporting.
Support on general legal issues.
Payment of invoices and taxes and arranging tax compliance.
Bill payment and review of expenses for authorization.
Opening bank accounts.
Bank statement reconciliation.
Legal referrals and management of legal firms.
Public relations referrals and management of public relations firms.
Technology systems referrals and management of these vendors.
Compliance and control management.
Continuity planning relating to unanticipated disruptions in client leadership.
Development of formal knowledge sharing and training programs.
Implementation of intergenerational estate transfer plans.
Adoption of a family charter or constitution.