---
title: "Annual Financial Accompaniment — CornerStone Family Office (English)"
description: "Private wealth accompaniment: up to 13 advisory sessions per year, portfolio design, risk management, and compliance."
canonical_url: "https://finsave.online/agent/en/accompaniment.md"
html_url: "https://finsave.online/en/accompaniment/"
language: "en"
updated_at: "2026-09-12"
contact_desk: "https://t.me/deniscornerstone"
---

# Annual Financial Accompaniment

Managing significant private capital is not an isolated event; it is an ongoing process of calibrating to market shifts, tax reforms, and family life milestones.

**CornerStone Annual Accompaniment** is our flagship fiduciary advisory service providing **up to 13 strategic sessions per year**.

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## Scope of Annual Accompaniment

1. **Comprehensive Initial Audit:**
   - Full inventory of family balance sheets across real estate, corporate equities, brokerages, bank deposits, and crypto.
   - Comprehensive risk scoring: jurisdictional, currency, counterparty, and fiscal exposures.
   - Crafting of the bespoke Personal Financial Plan (PFP) and Strategic Asset Allocation.
2. **Up to 13 Strategic Sessions Annually:**
   - Regular monthly or quarterly synchronization with Aleksey Novitskiy;
   - Emergency consultations during market volatility, geopolitical disruptions, or major asset acquisitions/exits.
3. **Portfolio Construction & Rebalancing:**
   - Execution via top-tier brokers (Interactive Brokers, Saxo Bank) and Swiss/Liechtenstein private banks;
   - Allocation across 180+ vetted global instruments: low-cost index ETFs, sovereign and investment-grade corporate bonds, structured notes, and precious metals.
4. **Institutional Compliance Support:**
   - Preparing Source of Wealth and Source of Funds dossiers to satisfy strict AML/KYC requirements.
5. **Independent Second Opinion:**
   - Rigorous due diligence on third-party investment pitches, private equity proposals, or local private banking offerings to identify hidden costs and conflicts of interest.

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## Client Qualifications

- Liquid investable capital from **$1,000,000** (or annual net surplus exceeding $150,000);
- Cross-border mobility and requirement for robust privacy and compliance.

Intake: [`https://t.me/deniscornerstone`](https://t.me/deniscornerstone).