Administrative Relieve
Monitoring assets
Analysing assets
Asset performance index
- Inventory of different components of assets
- Booking transaction portfolio
- Overview of portfolio according to category of asset
- Calculation of value of private equity
- Monitoring commitments, calls, warrants,...
- Monitoring interest payments
- Monitoring collection of rents
- Tracing errors
- Checking agreements with portfolio managers for risks/costs
- Performance attribution
- Insights into returns per asset allocation
- Calculation of return from real estate based on costs and profits
- Analysis of credits
- Fiscal and legal structure of the equity
- Add market knowledge - VGD data
- Benchmark returns per asset-allocation
- Compare performances of other portfolios
- Benchmark costs of portfolio managers
- Benchmark credit terms
Periodical consolidated balance sheets
Portfolio
Private equity
Real Estate
Loans
Pensions
Collections
Debts
Overview - insight - performance index
Optimisation of choices and financial consultancy
Optimisation of asset structure
Asset category
Asset Manager
Structuring Assets
Tax law / Succession
- Is my capital invested in accordance with my risk profile?
- Is there an optimal spread to ensure the best risk/return ratio?
- Support in the optimal spread for your portfolio to minimize risk and enhance benefits
- Support in choosing the best lending structure, credit and securities
- Interest hedging
- Does my banker provide sufficient added value in relation to market development, costs charged and other bankers?
- Screening of managers, methods and track records
- Cost and contract negotiations
- Negotiations with the banks
- Optimisation and benchmarking of the conditions
- Legal approach
- Remove superfluous structures
- Set up companies, foundations and non-profit companies
- Shareholder agreements, family charters
- Statutory accounting
- What are the consequences of a decease in the family regarding inheritance tax?
- Wills and marriage contracts
- How can my wishes be formalized?
- Are the assets managed optimally from a tax point of view?
- Succession planning
- Income tax return
- Fiscal optimisation of the financial revenues
Overview and insight ensure cost awareness and optimal observance of your assets
