Client
Our client owns an industrial business that represents 60% of his balance sheet. Outside of that, he holds public equities and gold.
Problem
His wealth is hyper-concentrated in a single operating business, and he had no sophisticated way to track his balance sheet as he began diversifying. His only tool was a three-statement Excel model on his laptop.
Outcome
We onboarded him and now track all valuation updates to his company, displaying a concentration chart so he can watch his diversification improve over time. Everything is laid out in a way that logically documents his entire net worth and where his wealth is held, should his family ever need to take over management.
Why it matters
Many business owners have built an entire kingdom in one asset. Diversifying out of that asset is hard if you have no way of tracking your full wealth picture. Having a consolidated view, a list of custodians, and a plan for succession is one of the biggest advantages Abacus provides.
Your book, on the same record.
Bring the structure you actually run: the entities, the custodians, and the private positions nobody wants to reconcile. We will walk through what the first month looks like.