LFA Lugano Financial Advisors SA can provide consolidated, detailed wealth reports on a client’s or family’s global financial situation (generally on a quarterly basis)
This instrument enables families to evaluate the transparency of the banking partners while controlling costs, risks, performance, monitoring compliance, expositions, asset allocations etc.
With the client’s authorization, LFA obtains data from the involved banking institutions (which can different in kind) and standardizes them into a single, easily understood document.
The reports are generated with highly specialized software enabling clients to:
- View global assets in one single document,
- Verify transactions by the different asset managers and, most importantly;
- Control costs and risk exposure
We can generate a highly customized report according to the client’s needs and guidelines.