- Regular and transparent reporting
- Global view of your overall wealth
- Assistance with your banks
- Administration of your properties and assets
- Diligent execution
- Cost and performance control
- Daily administrative support
HBS can prepare a consolidated financial statement in a clear and simple format, giving an overview of all assets. The statement is tailor made to each client specifications and can include one or more bank accounts, financial assets, real estate, art or any other asset class.
The consolidated financial statement serves as a base for assessing the client’s global asset allocation in terms of risk profile, diversification and liquidity.
We can 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.
HBS advises and supports its clients in their relationships with their banks. We assess your relationship with each institution and can, if needed, introduce you to new banks from our network in different countries.
We provide assistance on a wide variety of topics, such as the structuring of loans, setting up appropriate rates, specific investments or any other special request.
Our independence gives us access to multiple organisations, expanding the range of potential solutions.
We support our clients with the purchase, sale and administration of real estate in different countries, whether for private, recreational or investment purposes. With the assistance of leading tax experts and real estate professionals we ensure that the most appropriate and efficient tax and legal structures are put in place. We can deal with the administration of the property post-purchase, and also assist our clients for the administration of art, boats and planes.
HBS helps clients address and resolve a host of day to day problems relating to the administration of their wealth and their lifestyle.
We also assist with all aspects of relocation whether administrative or regulatory issues, taxation, as well as housing and schooling and education for children.
We encourage our customers to plan their succession. We help clarify their goals and constraints. Working with carefully selected specialists we find answers and create solutions.
We support our clients in looking at their tax position. Firstly, we assess their situation and seek to identify any weak points. We then help them define and implement the appropriate solutions using the advice of experts in each relevant jurisdiction.
Working with local service providers we administrate companies and family structures such as trusts or foundations for our clients.
Clients also regularly ask us to act as directors of their companies or protectors of their family trusts or foundations in order for us to further defend their interests.
We organise and sit on family boards and councils, and assist with governance.