Client Communication

We can perform, on behalf of our clients, one or more of the following services:

  • The production of confidential documents for the personal attention of specific clients
  • The maintenance, safekeeping or destruction of documents.
  • The communication to specific persons of documents or information relating to their assets and to the services offered by the professional in question.
  • The management of mail giving access to confidential data by specific persons
  • The consolidation of positions held with diverse financial specific professionals