Reporting, Monitoring, Communication

Black Pearl assists and ensures family members with a regular, meaningful and powerful intergenerational communication.

Black Pearl schedules meetings with family members on a regular basis to report, monitor and communicate an overview on wealth profile of our clients thanks to the Consolidated Portfolio Report.

Our tailor made Consolidated Portfolio Report will have all assets data collected, be they Financial, Real Estate or Luxury Goods.

All data collected will be updated based on real time market value of client’s Assets.

Accurate reporting of clients portfolio is a key driver of monitoring and data control.

A booklet of the Consolidated Portfolio will be given on a regular basis in order to have a smooth and frequent communication.