Our Services

Source Of Wealth Reporting


If you have a diverse range of assets and need to document the composition and journey of your wealth, contact us for a full source of wealth report.

Understanding your Source of Wealth is a crucial step in finding out the origin and legitimacy of that wealth and where it came from. The more transparent you are in the composition of your source of wealth, the more confident you can feel in the ability to engage with professionals and develop banking relationships.

real estate
financial assets
corporate interests
inheritance money
family background
insurance proceeds

At Sanctuary, our experienced team of advisors can provide you with a detailed, clear and transparent Source of Wealth report.

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