Financial Reporting & Administration

Sequent structures benefit from inhouse bookkeeping, audit, financial statement preparation, cashflow forecasting and investment monitoring & reporting capability

We have invested heavily in CPA-qualified staff, enabled by integrations with various data feeds that enable our teams to provide robust oversight over large pools of bankable assets. On behalf our of clients, our teams can provide the following services:

• Entity-level bookkeeping and accounting

• Transaction monitoring

• Benchmarking

• Consolidated reporting

• Investment policy statement creation and fee reviews

To learn more about our financial reporting capabilities, contact our panel of experts below.