At a Glance
With so many investments and businesses, this client needed help organizing key documents and financial materials. They also needed easy to understand reports, not only for themselves, but for their investors.Challenges
This client had over 100 different investments valued at over $50 million. While they were having financial success, they were stressed about the lack of organization. The client needed a server and reports that quickly showed them their financial portfolios and performance.
The Solution
Fox and Partners quickly took over and implemented better systems. Within a few months, the client had personal financial statements that reflected all of their investments with detailed reports on each investment. They were more relaxed and more profitable.
