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.