BLOG | chazancpaca

Ultra High Net Worth Individuals-What They Need-It's Not All About Money

There have been a number of studies looking at the needs of Ultra High Net Worth Individuals ("UHNWI"). One of the more recent reports is...

Here is an interesting article on the largest family offices globally. Are one of these your family office? I often wonder how these...

One of the issues that is often overlooked but needs to be dealt with on a proactive basis is that of document storage. When I look at...

It might sound silly, but there is an important education aspect to the bookkeping and accounting for high net worth individuals as well...

Financial Reporting We have been discussing financial reporting for high net worth individual in a number of these blog posts. The...

Not so long ago the concept of an exchange traded fund was simply a idea in a financial engineers mind. I remember looking at the market...

When you are looking at record keeping for high net work individuals, you need to keep a few things in mind. Your needs are highly...

Many high net worth individuals can get involved in some rather exotic investments ranging from venture capital to other hybrid...

Recording keeping for investment portfolios and other investments is an important aspect of keeping track of your money. Quite often we...

The are many challenging areas of bookkeeping, but none so challenging a your investments. Your investments add a new dimension to record...