Example services include: 

• Management of bank accounts and reconciliations
• Supplier payment processing and expense tracking
• Cash flow forecasting and liquidity planning
• Production of personalised monthly financial reports
• Relationship holder with key stakeholders (bankers, brokers, insurers)
• Coordination of personal insurance policies – home, motor, life, yacht, classic car
• Sourcing debt facilities (mortgages, bridging finance, asset-backed lending)
• Execution of international and multi-currency transfers
• Preparation and collation of tax return documentation
• Liaison with tax and legal advisors
• Collaboration with accountants to optimise personal and family tax strategy
• Support with international tax structuring (e.g. residency, global assets)
• Personal risk and liability audits (cyber, reputational, insurance gaps)