Private Client Transparency: Why It Matters (And How We Deliver It)

Transparency is one of those words that can be misunderstood—particularly in the world of ultra-high-net-worth property ownership. For our clients, transparency doesn’t mean publicity. It means clarity. Accountability. Reassurance. And discretion.

At Bold & Reeves, our entire model is designed to deliver this kind of transparency—making it easy for you, your advisors, or your family office to understand exactly what’s happening in your property at any moment, without unnecessary noise or intrusion.

Here’s how we do it.

1. The Digital Logbook: Every Detail, Documented
Our proprietary logbook captures every maintenance visit, every contractor interaction, every cost, and every report—fully timestamped and categorised. It creates a clear record of what’s been done, when, by whom, and why.

Clients can access it anytime, whether they’re in London, Geneva, or Hong Kong.

2. Monthly Reports That Speak Your Language
Our reporting isn’t just a spreadsheet—it’s a professionally prepared summary tailored to you. Costs are broken down by category. Variance is explained. Recommendations are highlighted. And when necessary, it’s accompanied by photographs and technical notes.

Whether you’re a hands-on owner or delegating to a PA or asset manager, our reports make sense without technical jargon.

3. Live Updates, When You Want Them
Some clients like real-time updates—others prefer a quieter monthly cadence. We adjust our communication style to suit you. If a boiler fault is logged, you can receive an alert. If a contractor reschedules, we’ll inform you—or not—depending on your preference.

It’s your home, and your choice.

4. No Hidden Mark-Ups, No Fuzzy Invoicing
We’re proud of our supplier relationships, but we’re not in their pockets. All third-party invoices are passed through at cost, with our management fee clear and agreed upfront. There are no surprises—financial or operational.

5. Discretion by Default
Transparency does not mean visibility to the outside world. Your details, addresses, and preferences are protected at all times. Our staff are trained in confidentiality, and access to records is strictly controlled on a need-to-know basis.

In Summary:
Trust is built on clarity. At Bold & Reeves, we make sure every interaction, every cost, and every decision is visible to those who need to know—and invisible to those who don’t.