Consolidated Wealth Statement
Transparency and Control in Family Wealth Management
Consolidated Wealth Statement
Compass Asset Management’s Consolidated Wealth Statement provides a clear, unified and coherent overview of the entire family wealth, fully aligned with each family’s specific expectations and objectives.
Consolidated Wealth Management
Transparency, oversight and continuity in the protection of family wealth
Activated through a simple view-only authorization, the service keeps the client at the centre of all relationships, ensuring independence, clarity and coordination among the various counterparties.
What the Consolidated Wealth Statement Provides
- Review of existing relationships and identification of improvement areas
- Cost optimization and oversight
- Definition of a single, global asset allocation
- Regular meetings with counterparties and analysis of their proposals
- Beauty contest: selection and comparison of new providers, where appropriate
- Ongoing monitoring of investments and of the performance of banks and asset managers
- Personalised reporting, including detailed analysis and aggregated data
- Periodic meetings with the family to update strategy, objectives and governance
The service is delivered through a single, clear and comprehensive document, accessible anytime and from anywhere.
It consolidates all assets — bankable and non-bankable — including private equity holdings, real estate, company shares and valuable assets.
The benefits of the service include a holistic and integrated view of the family’s wealth, greater awareness of risks and opportunities, effective oversight of costs and performance, and enhanced strategic coherence and efficiency in asset allocation.
A Dedicated Team Ensuring Continuity and Long-Term Growth
Supported by a team of highly qualified professionals, the Consolidated Wealth Statement becomes an essential tool for the protection and long-term development of family wealth.
It is a service designed to accompany families over time, ensuring generational continuity, managerial peace of mind, and a strategic vision for the future.