Lucris Finance
www.egliundpartner.com

YOUR WEALTH AT A GLANCE
SYSTEMATICALLY MANAGING


Family fortunes are diversified over various asset
classes and countries and often managed by different
client advisors. A regular consolidated report of your
wealth enables systematic portfolio management and
capital preservation.




We offer the following services:


   Tailor-made wealth consolidation
   Systematic & regular wealth reporting
   Performance analysis by individual asset class
   Highlighting asset diversification & risk distribution
   Sensitivity analysis
   Liquidity planning & budgeting
   Keeping accounts for family-owned businesses