Montbards proposes a solution for HNWIs and Family Offices to manage their assets:
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Advisory and incorporation of the special purpose vehicle
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Legal and tax advice upon contribution in kind, registration and purchase of the yacht, plane or estate
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Payroll services, accounting, tax compliance and budgeting
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Reporting and online access of information and financial statements
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Appointment of a director or a general partner in charge of the administration of the LLP
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Inheritance and succession advisory and tailor made solutions
We can also provide accounting services for yacht, planes and estates:
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Accounting, book-keeping, administrative and clerical support
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Taylor-made solution with an online real-time information
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Minimal input from the aircraft, yacht crew or estate’s staff
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Transparency and audit
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Management accounts with analysis of the costs, rents, charges, staff and payroll
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Year-end accounts & preparation of year-end file, ready for audit
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Bank account, petty cash and credit card management & reporting
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Provision of dedicated solution, for control, processing and payment of supplier invoices and staff remunerations
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Budget preparation & control, tracking current results against latest forecast
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Funds request – cash flow & liquidity
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Purchase ordering, quotations & estimates logistics
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Job Costing, social security, withholding taxes on salaries
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Reporting of Inventory – Assets, amortisation Consumables, Spare Parts & Provisions
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Detailed asset register including furniture, investments, refurbishments
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Foreign currency reporting
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Review of accounting systems, business processes and financial controls
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Rents collections, consolidation with other private assets
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Ad-hoc and specific needs
