Complex Family Holdings
Each new company adds a bank, a year end and often an accountant. After a few, no one can say what the family owns in total, or who is responsible for what.
Keeping the Whole Group in View
Who Owns What
We keep a current map of each company, trust and account, with its owners and advisors, backed by the source records.
Money Between Companies
We reconcile intercompany loans and balances, so both sides of each balance agree.
Who Can Sign
Each company’s banking resolutions and signing authorities stay current, so a payment or filing need not wait on someone who is away.
What Falls Due
Every company’s year end, filings, renewals and instalments go on a single calendar.
Records Others Can Follow
We note where each minute book, agreement and statement lives, so someone new could find it without asking.
How We Help
We keep one current view of the whole group, so each decision is made with the rest in view.
Consolidated Reporting
You see holdings across the group in one report, with the detail behind each figure.
Fractional CFO
We watch cash, banking and intercompany balances across the group.
One Plan for Your Advisors
We follow up on what each company’s accountant, lawyer and banker are waiting on.
Bookkeeping and Tax Compliance
We reconcile the books for each entity you bring to us and prepare its returns.
Your accountant, lawyer and banker keep the roles you give them.
See How It Fits Together
A first meeting can map how the pieces fit, and where things fall between advisors.