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TBI offers discreet customized accounting and expense management services to high net-worth individuals that allows individuals or families to easily track their personal assets and holdings, as well as their expenditures.
You set the extent of our involvement, how you wish us to manage your records and information. Our unique Wealth Management Accounting Services that is customized to your specific needs includes:
- A personalized system to receive, directly or indirectly, mail, vendor invoices and other financial information as required.
- Pre-established methods are set for depositing funds, paying your vendors and obtaining approvals.
- Gathering monthly brokerage and custodial bank statements and reconciling to your personal financial reporting/general ledger system tailored by TBI to your specific needs.
- Preparation of personal financial statements, and other reports detailing holdings customized to your needs.
- Other financial and household services are arranged as requested.
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