FAMILY OFFICE SERVICES: Cash-flow Management | Tacita

CLIENT LOGIN | ADVISOR LOGIN

FAMILY OFFICE SERVICES: Cash-flow Management

Our clients need to effectively manage their cash-flow.

Even wealthy families need to know where their money is going and that their cash-flow is managed effectively. To this end, we:

help clients determine sustainable expenditure levels and manage discretionary purchases having regard to investment performance and market cycles,

perform long-term cash flow impact analyses on major potential purchases such as vacation properties or gifts to family or charities,

help clients define annual liquidity requirements and manage short-term funds with a view to minimizing costs and ensuring safety of principal,

help clients develop detailed budgets and/or arrange bookkeeping and other services, if required, and

review clients' banking relationships, if necessary, to ensure competitive funding rates and loan limits.

SEARCH | PRIVACY | LEGAL