Adastra

Oversight of client investment portfolios, including publicly traded securities and private holdings.

Continuous monitoring, performance reporting, and reconciliation of investment accounts.

Coordination with asset managers, custodians, and financial institutions.

Assistance with account opening across local and international banks.

Management of KYC documentation, fund transfers, and compliance procedures.

Monthly cash flow reporting and liquidity optimization strategies.

Coordination with external legal and tax advisors to ensure compliant and efficient wealth structures.

Support with inheritance planning, intergenerational wealth transfer, and asset protection.

Assistance with trusts, foundations, and offshore structures through partner firms.

Travel, insurance, and concierge support for family members and executives.

Document management, scheduling, and general administrative assistance.

Liaison with global service providers to simplify cross-border coordination.

Adastra supports families and holding entities in establishing clear governance frameworks and transparent reporting standards.

Consolidated financial and investment reporting across entities, jurisdictions, and asset classes.

Independent performance and risk reviews to ensure alignment with investment mandates.

Adastra collaborates closely with D&P Advisors Ltd (UK), an FCA-regulated investment management company advising on approximately US$300 million of assets.

This partnership provides clients with access to institutional-grade portfolio management, risk management expertise, and tailored investment insights.