We see financial planning, both for companies and individuals, as an art of finding right balances between revenues, expenses and investments in a continuous timeline.
For individuals it is also about finding a proper structure for their personal finances as opposed to their business ones.
The first strategic stage of every client work for Gard Assets is to define those balances, which will become a virtual compass for all further strategies and tactical steps.
Stage two is setting rules and principles for:
- how the above balances should be achieved
- how the finance team should react to unexpected changes in revenues or expenses
- how different investment items should be prioritized ones over the other etc.
Stage three:
- choosing legal forms and jurisdictions
- setting control and reporting mechanisms
- appointing representatives
- signing legal documents etc.
Our goal is to meet the client's needs and build a legacy.
In that process Gard Assets will act as the client's financial manager, planner and advisor with as much power and authority as the client is ready to delegate.