We provide a permanent follow-up to the client, positioning and analyzing their assets, identifying the potential, risk or cost of the same, in order to monetize their investment portfolio.
Heritage Management
Starting from the definition of the profile and positioning of the client, our professionals investigate the objectives and purpose of the investments.
Após uma análise detalhada do investimento, bem como uma avaliação da conformidade do mesmo, é verificado o nível de risco, o potencial os custos implicados. Desta forma, os nossos profissionais garantem um acompanhamento contínuo e atento a todas as alterações que surjam no mercado financeiro, consolidando toda a informação detalhada no apuramento dos resultados.
COMO PODEMOS AJUDAR?
Tips for good wealth management
1. Make an inventory
One of the main reasons for carrying out the asset management is precisely to know the assets in question. This is not possible without conducting a full inventory. It is nothing more than a relationship with all the goods, their main characteristics and relevant details, such as information about the maintenance and the need to spare the items.
Initially, depending on the amount of goods, this can be a somewhat laborious process, but it is critical.
It is important that your asset management service is tailored to your real needs.
2. Have a standard and a manual of procedures
Having a standard in asset management procedures is essential for it to be done effectively. This is also indispensable to avoid errors or doubts in relation to the process and assets in question.
Also, have a clear manual on the procedures and standards related to these assets. However, this manual must be clear, explanatory and easily accessible.
It is important that your asset management service is tailored to your real needs.
3. Use software to simplify the process
One of the main reasons for carrying out the asset management is precisely to know the assets in question. This is not possible without conducting a full inventory. It is nothing more than a relationship with all the goods, their main characteristics and relevant details, such as information about the maintenance and the need to spare the items.
Initially, depending on the amount of goods, this can be a somewhat laborious process, but it is critical.
It is important that your asset management service is tailored to your real needs.
4. Seek help from a specialized consultancy
One of the main reasons for carrying out the asset management is precisely to know the assets in question. This is not possible without conducting a full inventory. It is nothing more than a relationship with all the goods, their main characteristics and relevant details, such as information about the maintenance and the need to spare the items.
Initially, depending on the amount of goods, this can be a somewhat laborious process, but it is critical.
Address
General +351 261 249 880
General GSM +351 939 563 020
suporte@golden-executive.pt