Financial Reporting for High Net Worth Investor

At a Glance

This investor had multiple private equity, businesses, and real estate holdings, so they needed to be able to track performance of each one and of the portfolio as a whole.

Challenges

The challenges with tracking portfolios like this are the various ways in which information is provided and how to synthesize data into a clear portfolio dashboard. This particular investor wanted to understand their cash flow, measure their various investment success, and to plan better for the future.

The Solution

We put together a report that showed the various holdings. We created visuals to illustrate the portfolio and put together financial controls to get information from each investment on a timely basis.

The Results

Created a Clear Portfolio Picture

Client had a clear picture and understanding of their portfolio and each investment within the portfolio.
Measured Investment Performance

Client was able to track each investment's performance.
Better Financial Planning and Cash Flow Analysis

Client was able to see cash flow projections and plan for the portfolio's future.

Key Metrics

$30M

Size of the portfolio.
$600K

Annual cash flow.
133

Investments tracked.

Let’s Work Together

With a wide range of knowledge, including finance, marketing and vision building and an ability to bring-in and communicate with various specialists to ensure optimal care, Fox and Partners is uniquely suited to bring to the business world what the medical world has had for decades – a warm first point of contact, a professional with a breadth of knowledge and coordination for all of your business and financial needs.

Financial Reporting for High Net Worth Investor

At a Glance

Challenges

The Solution

The Results

Created a Clear Portfolio Picture

Measured Investment Performance

Better Financial Planning and Cash Flow Analysis

Key Metrics

$30M

$600K

133

Let’s Work Together

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