Our Family Office Service

Our HNW clients can benefit form Sofia Family Office which is able to produce a consolidated statement of our clients’ positions being placed in different banks, in order to generate a better control of the assets and a proper analysis of bank base costs rates.

The Family Office activity consists in taking the clients banks positions’ stocks on-going, extrapolating all banks charges and putting together all actives for asset class to produce a bespoke report giving full outlook of the clients portfolio.

Only with an accurate report, the client can make efficient strategical decisions targeting the growth or the preservation of his wealth. Sofia Report allows to synthesize the clients’ wealth-trend in order to represent its “financial DNA” which is compared to the market Benchmarks in order to check the investment results and the actual clients’ pursued Yield goals.