FO Compliance, Action and Task (CAT) Calendars

FO Compliance, Action and Task (CAT) Calendars

Every FO deals with a litany of compliance, regulation, governance, both internal and external. Failure externally brings fines, penalties, reputational damage and possibly investment corrosion and asset impairment. Get yourself a compliance calendar that highlights, reminds and prompts ... visibility without control

Related services

FO Wealth Management

A world class Wealth Management system working within an ERP and workflow environment. No integration needed, better than seamless! 

…
FO Lifestyle Asset Management

Real Estate, Yachts, Aircraft are all major lifestyle assets. Not complex enough to run as a separate family business yet proper management and maintenance are vital to ensure the family's enjoyment and the asset's protection. Therefore …

FO Philanthropy

Charities and Charitable Foundations are governed by different laws and regulations from companies and businesses. So a Family Office needs a different accounting solution. FO Philanthropy is just that. An accounting solution built within …

FO Cashflow Forecast

Cash is king. Investments and lifestyle assets tie up cash. Understanding your likely cash position based on planned future investments or disposals, Private Equity estimated cashflows, family business funding requirements, etc is a …

FO Knowledge Base

An important aspect of FO work is to ensure the security and accessibility of the Family's data. IT generally stores fields of data, in effect a summary. But huge knowledge is stored in numerous and diverse documents such as contracts, …

Want to Know More?

Contact RKAS

Contact