Asset mapping
A useful wealth map distinguishes the nature, ownership and purpose of each asset. Information becomes clearer when it includes commitments, deadlines and connections between components rather than financial value alone.
PERCY & CO. / SWISS SINGLE FAMILY OFFICE
Wealth coordination
A complete view of family resources.
DISCIPLINE · DISCRETION · CONTINUITY
04 / PERCY & CO.
Looking at financial assets, business interests and real assets together helps clarify the balance of family wealth. The coordination begins with organised information and a distinction between family objectives, commitments and available resources.
Areas of attention
- Asset mapping
- Liquidity needs
- Coordination of professionals
Liquidity needs
Capital availability must respond to different needs. Family expenditure, business commitments and long-term projects require a view of timing that also considers less favourable circumstances.
Coordination of professionals
Banks, administrators and professionals often see different parts of the same wealth. A common language and clear responsibilities support dialogue and help prevent important information from remaining isolated.
Understand. Decide. Steward.
A decision has meaning when it reflects its family context. The approach begins with a complete picture and makes objectives, responsibilities and time horizons explicit.
PERCY & CO.
Questions that shape decisions
01Which resources must remain available?
02What responsibilities accompany each asset?
03How can information be made comparable?