Personal asset and tax efficiency audits
WE CAN HELP YOU WITH
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PERSONAL ASSET AND TAX EFFICIENCY AUDITS
ANALYSIS OF ASSETS FOR COMPLIANCE WITH INVESTMENT GOALS

COMPREHENSIVE LEGAL ANALYSIS

PORTFOLIO OPERATIONS ANALYSIS

COMMISSION FEE ANALYSIS
We highly recommend every client to have Wealth Checkup. Your portfolio, relationship with the banks and brokers are a rather complicated mechanism that requires analysis.

If the complicated mechanism is not controlled, it stops being effective.

Carrying out Wealth Checkup, we analyze the composition of assets and their conformity with the client's purposes. We examine the effectiveness of interaction with banks, the adequacy of commissions, absence/presence of hidden payments.

Our specialists also carry out a complex legal analysis of the transactions that have taken place in terms of their compliance with the current legislation.

As a rule, the result of Wealth Checkup is further savings on commissions from 35 to 50% and transactions being in conformity with the legislation.