Services

Focusing on key aspects that increase or decrease assets of an organisation, regarded as ASSETS (movable or immovable) in Financial Reporting.

Service Overview

  • Our services derive from BBMC ensuring an Operational Review on both administrative and operations of the whole organisation or entity.
  • Reviewed using Internal Audit Methodologies, thereafter business processes could be developed, implemented, evaluated, and assessed.
  • Such process takes a minimum of three and maximum of five years, thereafter an Assurance Review twice a year.

Core Services

Governance Controls
Asset Management / Property Management
Data Resource Management
Wills / Estate and Trust Administration

Service Preview

a) Types of Governance and Controls

  • Corporate Governance
  • Environmental Governance
  • Global Governance
  • Good Governance
  • Public Governance
  • Modern Governance
  • Nonprofit Governance

b) Types of Controls

  • Accountability Controls
  • Compliance Controls
  • External Controls
  • Internal Controls
  • Transparency Controls
  • Risk Management Controls
  • Independent Audit Controls

c) Wills and Estate Planning

  • Financial Health
  • Matrimonial property-regime
  • Income Tax
  • Business Planning
  • Offshore
  • Retirement Planning

d) Trust Administration – Types of Trusts

  • Living Trust (Inter Vivos trust)
  • Testamentary Trust
  • Family Trust
  • Charitable Trust
  • Special Needs Trust
  • Discretionary Trust
  • Business Trust
  • Asset-Protection Trust
  • Generation-skipping Trust
  • Spendthrift Trust
  • Depository Co-operative Trust
  • Revocable and Irrevocable Trust

e) Asset and Property Management

Property Management

  • Financial Management
  • Tenant Management
  • Property Maintenance
  • Legal Compliance
  • Operational Management

Types of Property

  • Residential Property Management
  • Commercial Property Management
  • Industrial Property Management

Asset Management

  • Planning
  • Acquisition
  • Operation
  • Maintenance
  • Disposal

Types of Assets

  • Hardware Asset Management
  • Software Asset Management
  • Cloud Asset Management

f) Data Resource Management

  • Planning
  • Organizing
  • Describing
  • Controlling
It encompasses activities like defining data models, establishing data policies and standards, ensuring data quality and security. Data administration is the highest-level function that supports the overall management of data within any organisation.
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