At your request, we will take care of the following administrative tasks for you:
We will be happy to serve as your point of contact, communicate with your asset managers, other service providers and contractors and coordinate the cooperation among them.
You may instruct your business partners to send account and deposit documents, slips, reports and stakeholder documents to us. We will archive and manage these documents for you and provide your tax advisor with all relevant information and documentation.
You can choose to have original contracts, legal instruments and important documents stored in our safety deposit boxes.
At your request, we will support you in monitoring and managing the liquidity on your private accounts, granting private loans and monitoring incoming payments.