As a family business advisors there are a number of questions frequently asked. To assist you in understanding the work we do, I will be publishing a series of frequently asked questions.
At year-end, my accountant provides me with all these sets of accounts, but I want to know the overall family position and how that can help us.
To monitor how you are progressing towards your goals it’s important to have meaningful reports that show your progress on both short and long-term goals. It’s also helpful to address investment decisions as a family. in line with the family plan or charter. Our family office specialists can provide you with reports on a regular basis and establish a wealth plan with measurable milestones to help you achieve your goals.
If you would like to learn more or you have a question you would like answered, please do not hesitate to contact me on ktaylormartin@gmail.com