At DLS Capital Management Ltd. we offer a Family Office service for our High Net Worth clients and this service can be tailored to meet each individual’s unique needs.
Our role within the Family Office includes a wide range of services, an example of which are:
- Preparation of Quarterly Net Worth Statements
- Preparation of a comprehensive database which contains all information on Assets and Liabilities, thus facilitating instant access to information
- Centralisation of costs on all Personal & Investment Properties
- Appraisal of Investment Opportunities
- Monitoring of Investments
- Attend meetings relating to Investments on behalf of clients.
For further information on our Family Office Services or to arrange a consultation please fill in our contact form
Or you can call us on (01) 661 9086 or email us at firstname.lastname@example.org