At Sopher + Co we adapt our services based on our clients’ needs.
In the last few years, we have seen an increase in the number of clients seeking a more bespoke and hands on service offering without having to put their trust and personal information in the hands of yet another advisor.
In response to this need we created a designated Private Office Team, headed by Kirti Bathia.
Professional, responsive and proactive, this team is made up of trusted individuals with expert knowledge in dealing with HNWI’s, Family offices and business owners.
The Private Office team understands the needs of its clients who not only want to preserve their wealth but also want to continue to grow it opportunistically, with the knowledge that along the way their financial matters are being taken care of and overseen in a discreet and experienced manner.
In addition to the traditional accounting services such as: audit & assurance services; tax advice & compliance; bookkeeping services and Business Advisory – all of which are all tailored for your specific needs, we can also offer a more bespoke financial service. This includes:
- Setting up a link with the bank to pay bills and provide statements/ reports
- Create personal budgets
- Set up a system of recharging expenses to companies
- Credit card expense tracking
In order to keep track of your affairs, we have designed our own software to report on all information given by third parties (banks, investment managers) providing an overview of your financial matters which can be updated as often as necessary. This is an invaluable tool which helps you to manage your portfolio as well as giving you all the information you require to make important decisions.
Effective private office accounting and planning for the future could help you to minimise your tax liability. Our technical department can advise on succession, and for those who need guidance with their families on delicate matters such as inheritance, we are also experienced in mediation.