Maintaining a good financial health is a key responsibility.

MyPrivate offers reliable tools that allow the families to be confident towards a positive evolution of their wealth.

Taking into account this objective a number of visualizations are proposed, each with possibilities of customization:

  1. Balance sheet - assets & liabilities with evolution over multiple years
  2. Profit & Loss adapted to the needs of households: incoming outgoing cash, invested/divested cash, evolution of net worth
  3. Investment portfolio with risk analysis (rating, currency, industry, market) and profitability
  4. Real estate with associated cashflows (spend, investments, mortgages, rental revenues, ..) and profitability analysis
  5. Tracking of fiscal obligations with multi-year evolution and/or across multiple taxation systems
  6. FOREX analysis

Family office finance en



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