Consolidated Reporting

LGL realizes that the management of complex investment portfolios can be time consuming for our family clients. We help to streamline this process by providing extensive and detailed reporting of investment and other asset holdings and performance, regardless of where the assets are held or custodied.

Using our own internal software and a customizable portfolio accounting system, we have the ability to report on alternative assets and private investments in great detail. For example, for private equity investments, we have implemented automated reporting to track capital commitments, calls, and portfolio Internal Rates of Return. Additionally, we can report on marquee art, individual real estate, antiques, and other tangible assets, alongside partnership interests and clients' publicly-traded securities.

This client "dashboard" consolidates, integrates, and simplifies what would otherwise involve disparate and unwieldy reports from various banks and custodians.