Revinova partners with Family Offices to provide a one-stop shop for advanced, specialist financial management and reporting services. We focus on the reporting vital to having a successful Family Office.
We see our key advantages as:
- Proven systems and experienced personnel working closely together to define the information inputs and reporting outputs. We automate wherever possible while controlling the quality of data.
- All data is booked and stored at transactional level in a central database thereby maximizing the granularity available. By assigning suitable attributes to each transaction, optimal aggregation in the reporting can be achieved.
- Real Estate, tangible and intangible assets, investments made outside of custody can be easily recorded and aggregated with assets that are held in custody to produce a complete picture of overall Family wealth.
- By having a central, transaction-level database, detailed investment performance reports including time weighted return, internal rates of return and performance attribution are consistent with Wealth Statements and all other financial reports required.