Family Office

A UK based private family office.

Sector: Family Office

Location: UK

Date Appointed: December 2009


Services Provided:

– Redesigned accounting platform and structure to capture transactions

– Developed new consolidated MI packs to extract data direct from accounting system

– Responsible for maintaining and co-ordinating the annual budget

– Developed system notes for key areas

– Assisted with the preparation of monthly payroll

– Liaised with auditors, preparing detailed files for review

– Worked closely with the clients bank

– Weekly investment fund tracking

– Reported quarterly investment fund movements to the Board


If you would like more information or to understand more on how Mint Consult can help your business, please contact Mark Donaldson on 0845 8057390 or 07940 306900.


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