FINANCIAL ASSETS
Because monitoring your financial assets is a key part of effective wealth management, Family Partners assists its clients on a daily basis.
Cash
to
invest?
Existing
financial
assets?
REGARDLESS OF THEIR PROFESSIONAL OR PERSONAL
FINANCIAL GOALS,
FAMILY PARTNERS ASSISTS ITS PARTNER FAMILIES
AND THEIR ADVISORS.
Family Partners assists its partner families in selecting and monitoring their financial investments according to their professional or personal goals.
MANAGEMENT
ASSISTANCE
Assessments of financial assets and liabilities or new cash to invest:
• Preparation of a specifications file that perfectly reflects your needs and expectations
• Launching of calls for tender for insurers, banking institutions, management companies…
• Selection of the best bids* and/or proposals to optimize the existing allocation
Presentation of the new bids produced
Overall strategic allocation
• Optimization of the investment mix and the real estate-financial asset allocation
• Liquidity planning
• Consideration of risk level
Assistance with order placement
Over-the-counter trading with prices verified with the establishments
Communication of financial information
As requested: provision of daily financial information, research notes, etc.
MONITORING
AND REPORTING
Monitoring of financial assets and managers & alert system
• Performance analysis
• Monitoring of risk and exposures
• Analysis and monitoring of managers and their strategies via investment tools and regular meetings
• Alerts in the event that the mandate or risk exposure limits are exceeded
Monitoring of fees and transactions
• Monitoring of the fees charged for each transaction in light of the pricing agreed upon
• Verification of transactions to ensure they are completed at the correct market levels
Consolidated inter-bank reporting of all assets and liabilities
• Customized analysis for a comprehensive view of the strategies deployed on the assets of the partner families
• Reporting that can also include all family assets.
