Financial Reporting in the Family Office: Elevating the Conversation

July 2012

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Financial reports provide family members with a consolidated picture of their wealth holdings, allowing them to make fully informed decisions about their future. However, creating meaningful reports that advance, rather than distract from family members’ long-term goals is extremely challenging. The goal of this white paper is to spark new thinking about the ways that you deliver financial information to your clients.

  • Understand how your current reporting practices compare to your peers
  • Gain insight about what single-family offices want and need in terms of financial reporting
  • View creative sample reports that go beyond the standard quarterly financial package

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