Asset Vantage Systems Private Limited : Email: info@assetvantage
In today’s complex financial landscape, family offices play a crucial role in managing and preserving the wealth of affluent families. These specialized firms provide a comprehensive range of services, encompassing everything from investment management and financial planning to tax and estate planning. As family offices continue to evolve, technology has become an indispensable tool for […]
In the world of high finance, where fortunes are made and preserved, access to real-time data is akin to possessing a crystal ball. For Ultra-High-Net-Worth (UHNW) clients, accurate and timely information is not merely desirable; it’s essential. In this digital age, wealth managers and family offices are turning to advanced software solutions, like family asset […]
Partnership reporting is the process of creating financial reports that provide information about the financial performance of a partnership. A partnership is a type of business structure in which two or more people share ownership of the business and share in the profits and losses. Partnership reporting typically involves preparing financial statements, such as the […]
In a perfect world, high-net-worth families would focus on building reliable financial stability across generations. In reality, however, reports across the globe suggest that 70% of wealthy families lose their wealth by the second generation and a stunning 90% by the third. The root cause for this problem lies in the lack of succession planning […]
As a weathered investor, you have to simultaneously deal with data that is in constant flux while navigating through the macrocosm of market information and the intricacies of your portfolio. Consolidation of data on all your investments, income, and expenses is imperative, especially when it comes to optimizing returns and tracking data points to derive meaningful insights. Excel […]
Financial apps are designed to help you monitor and track your assets while you stay updated with current events that affect your investment decisions. Just like a business, the bigger it gets, the better you have to be at managing it. Stress, anxiety, and pressure are by-products of growing wealth. Principals need the right combination […]
