Wealth management services
Wealth Management is the structuring and planning of your/family assets, with the aim of preserving, protecting and increasing them. A highly qualified team with extensive work experience is involved to take into account all your wishes, goals, needs and maintain confidentiality.
Wealth Management Services combine tax planning, risk management, asset valuation, investment advice, succession planning, and corporate governance.
- Preparation of reports on the property status of an individual
- Risk management
- Consultations on tax legislation
- Conflict management
- Family/personal finance management
- Asset valuation
- Audit
- Succession planning
Key issues that arise
- Understanding the full picture of personal wealth
- Proper registration of property rights
- Understanding the real value of assets
- Monitoring and evaluating investment performance
- Conscious planning of future cash flow
- Succession planning
How can we help?
Asset management
We provide a complete picture of your wealth, reviewing your current assets, analyzing your current strategy and its effectiveness. We offer guidance on setting financial goals and objectives, including planning and achieving philanthropic goals, identifying diversification strategies for low-cost equity positions, and analyzing alternative assets such as hedge funds and private equity.
Family/personal finance management
We analyze risks, focus on protecting, preserving, and growing your/your family's assets to achieve your long-term financial goals.
Financial strategies and administration (Family Office)
We work on a comprehensive, coordinated financial strategy and have the experience and knowledge to help manage your financial and tax situation. From routine bill payments to banking transactions and ongoing financial reporting in compliance with the law.
Investment performance monitoring and reporting
Assistance in creating an individual investment strategy, portfolio development and performance monitoring. We help you monitor your progress in achieving long-term goals, taking into account the overall level of risk and after-tax return on investments.
How we work
- We determine who is included in the perimeter of the "family" / personal assets / subject to reporting in accordance with the requirements of the NBU
- We conduct an "inventory" of assets and liabilities and form a balance sheet of "family" / personal wealth
- We analyze the current structuring of Private Wealth and the documentation of property rights
- We analyze the efficiency of asset use (we form approaches to asset management and monitoring their efficiency)
- We update the balance sheet of the "family" / personal wealth and generate a forecasted cash flow report (Cash Flow)
- We propose a model and roadmap for structuring Private Wealth and discuss interim results
Why Baker Tilly?
Knowledge
More than 20 years of experience working with startups, SMEs, international companies. We follow trends and innovative technologies and successfully apply them in our work.
One-stop solution center
No need to look for a bunch of expensive consultants for different processes. We will become a single center for analysis, finding solutions, and creating strategy.
Risk reduction
The risk of information loss, disruption of internal processes, and ill-considered investments is reduced.
Confidence
Using our services, you will clearly understand your existing assets and investment and financial opportunities to preserve and increase them.
Locality and globality
We know the local market, its economic and political conditions. We monitor any changes in legislation and inform you about them in advance. Also, our network partners are located in 148 countries of the world and are ready to help with solving your tasks and needs.
Responsibility
We are fully responsible for the processes you have entrusted to us for management.