Family Offices and individuals hold assets they also have to administer. This may sometimes be difficult as they can be of several types (quoted or non quoted, private equities, real estate, …), in different forms (in direct, in trust, via investment funds, …) and in different countries.
This complexity prevents full transparency on the valuation of assets, income and risks. It also makes difficult to obtain a accurate follow-up of the assets for external parties and an efficient reporting for legal or tax authorities.
In order to allow advisors and managers to provide high level of service in consolidating their assets and elaborating an appropriate reporting for Family Offices, they need to have instant access to their clients’ portfolio and up to date market information.
Creatrust’s solution is to provide a automated solution allowing the monitoring, reporting, regulatory compliance and rebalancing.
More information on our Creatrust website: https://www.creatrust.com/family-offices/private-assets-consolidation/private-assets-consolidation