We have a number of private clients where we act as the 'family office'.
To that end we offer the following service:
- Payment of invoices
- Treasury function in terms of managing cash funds
- Provision of management accounts and cash flows
- Regular reporting of the cash flow position and the market values of capital assets
That enables the client to be reassured that all approved bills are paid and that a track is kept of all sources of income to ensure that they are received.
Again, we often work with other professionals such as solicitors, land agents and stockbrokers to ensure that the clients’ requirements are met.