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Want to take the stress out of managing your complex financial affairs and investments?

We can help you to see an overview of your assets and liabilities, monitor personal expenditure, identify cost saving opportunities and enhance your forecasting and borrowing strategies.

We know that high net worth individuals like yourself typically have complex financial affairs, with multiple investments across a range of currencies.

Ideally, you want to quickly and easily see all of your assets and liabilities and monitor your spend, without having to spend hours doing this yourself.

You don’t need to employ a finance professional full-time to do this for you. Our Outsourced Accounting team and their High Net Worth Individual Reporting tool can help.

We ensure that your financial affairs are not only looked after but are easy to understand, in a bespoke monthly or quarterly report. We provide you with a simple, consolidated overview of your assets and liabilities in one currency, and can even track individual family members assets and liabilities, allowing you to truly understand your financial position and to monitor your personal spend.

We can also assist with your cashflow forecasting, borrowing strategy and take away the headache of collating information for your annual tax return.

All of this will give you peace of mind that your financial affairs are organised and in hand, while saving you money and time that you can use to do the things you love.

How we can help you

Our Outsourced Accounting team has over 20 years’ experience of providing outsourced accounting services to our high net worth individual and family office clients.

If you would like to discuss how outsourcing could benefit you, please get in touch with your usual Blick Rothenberg contact or one of the team listed here.

You can also find out about our High Net Worth Individual Reporting tool here.

Finally, if you would like to find out how our Outsourced Accounting service can support your business, please click here.

Case studies

Supporting a high net worth individual with complex financial affairs

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