Designed to meet the demands for clients with special reporting requirements. This service involves evaluating your particular needs, a discussion of reporting options, presentation of a proposed reporting strategy and implementation. Customized reports take many forms, but some typical examples of those generated by Financial Health Center Family Office advisors are:

• Personal and Entity Balance Sheets
• Investment Account Reports
• Capital Calls Distribution Reports
• Cash Flow and Budget Reports
• General Ledger Financial Reporting
• Income and Estate Tax Summaries
• Foundation Reports
• Insurance Coverage Summaries