Family Wealth Reporting

We act as the single information repository for assets within complex international financial structures, helping to eliminate the risks associated with disparate sources of information and data. We understand the importance of being able to provide independent and impartial oversight of family assets, and can provide cash management services and consolidated financial reports, assisting with due diligence across all asset classes.

Our family wealth reporting service offering includes:

  • Consolidated reporting to allow strategic decisions to be made on asset allocation and risk management
  • Assistance with due diligence across all asset classes
  • Monitoring of investment performance in terms of return and risk and the provisions of bespoke reporting
  • Cash flow forecasting to monitor investment performance against expenditure
  • Monthly reviews of income and expenditure against forecasts
Key contacts
Executive Director Channel Islands
Client Director Channel Islands
Executive Director United Kingdom
  • I have worked alongside the Ocorian Family Office team of professionals over 15 years. With their rich international experience and deep understanding of the dynamics of family businesses, they have consistently delivered high-quality advice and expertise"
    Partner - City Law Firm