For all customers HBS prepares a consolidated financial statement in a clear and simple format, giving a simple overview of all their assets. The statement is tailor made to each clients’ specifications and can include one or more bank account, financial assets, real estate, works of art or any other asset class.
The consolidated financial statement serves as a base for assessing the clients’ global asset allocation in terms of risk profile, diversification and liquidity.
We also prepare for each client a cash flow statement highlighting inflows and outflows (return, expenses, investments) for any given period.
The statements help track performance, monitor and control costs and can be used as a tool for financial planning and budgeting.