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A tool for wealth planning
Marco Petrus, Marseille, 2014
Marco Petrus, Marseille, 2014

Services for holding companies

Our company provides family offices, financial institutions, professionals, partnerships or corporations and trusts with accounting back-office services.

This service aims to provide them with a valuable support in the preparation of accounting records in relation to financial instruments transactions.

We can provide support in the preparation of the analytical accounting journal (e.g. sectional accounting journal relating to the securities portfolio), including also the statutory valuation at the end of the period, the analytical details of incomes and expenses as well as of financial assets and bank accounts.

The technological infrastructure allows to automatically manage complex accounting of holding companies with high turnover securities trading, digitalizing all data sources and allowing an efficient accounting records management.