Consolidated Client Reporting

All investment assets that are managed by Family Endowment Partners are held in custody by third parties. As a result, we have built a team that is dedicated to ensuring each client’s consolidated reporting is prepared accurately and efficiently. Using best-in-class, secure technology, this team processes, aggregates and reports on all client assets across multiple platforms. This team works directly with third party custodians and investment managers to facilitate investment and performance reporting, cash management and the operational requirements inherent in the alternative assets that may be included in a client’s portfolio. A consolidated report is produced and reviewed with each client on a regular basis to ensure that each client portfolio is measured against goals, objectives and requirements that were identified during the financial planning process, at the inception of each client relationship and as each client’s situation evolves.