This document provides a consolidated view of networth for HNWI (High Net Worth Individuals) or family offices. Because wealth can be distributed through a varieity of investments, it can be a challenge understanding the full picture. Below is a link to a financial report that contains interactive tables/visualizations, cash flows, and investments structure diagrams for understanding net worth. In general the report provides a month to date view of wealth across multiple asset areas.

Financial Report

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