Asset controlling and reporting

Clarity and transparency are crucial for financial success!

Most asset structures have grown historically and are therefore often backed by complex structures. Now it is important to get an overview of the numerous documents of the individual asset managers, banks and investments. Often it is not easy to get a picture of different asset classes and determine a clear return.

An asset controlling mandate with WEALTHGATE ensures that our clients have structured information at their disposal at all times. The WEALTHGATE Family Office GmbH examines all your documents regarding your assets and then prepares a uniform and clear report which records your total assets and their development.

Asset controlling offers you the following advantages:

  • Significant administrative and organisational relief
  • through an informative profit and loss account and the asset balance sheet we create absolute transparency in your assets
  • Clarity in costs, evaluation and risks

Your access

E-Mail

mail@wealthgate.de

Phone

+49 (0)711 540 90 29 20

Data protection

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