Portfolio Tax Reporting

Frais Capital provides comprehensive tax reporting, allowing clients to view whole of balance sheet performance, including listed, unlisted, property and multi-currency assets and alternatives. 

Portfolio tax reporting is essential to the measurement of long-term investment and financial goals. Therefore, to maintain the stringent requirements of portfolio tax reporting, including balance sheet performance, Frais Capital works with the clients, determining specific needs and objectives to ensure clear performance metrics are established and measured.