Custom Portfolio Analysis | Prop Trust Verified
Premium Service
Bespoke Advisory Service

Custom Portfolio Analysis

A comprehensive, judicial-grade analysis of your asset portfolio conducted by our Global Technical Director and network of elite experts. Uncover hidden risks, validate valuations, and protect your wealth with absolute certainty.

Personalized analysis led by our Founder & Global Technical Director
Covers real estate, maritime, financial, and alternative assets
Comprehensive report with international legal validity (Hague Apostille)
Confidential 1-on-1 strategy session included
Strict NDA and absolute discretion guaranteed
Premium Tier

Custom Portfolio Analysis

Bespoke Advisory · 4-6 Weeks Delivery
1,500
One-time investment · No recurring fees
Secure Your Analysis
NDA Protected
Secure
Satisfaction Guarantee

What’s Included in Your Analysis

A meticulous, multi-layered examination of your portfolio delivered through a comprehensive report and personal consultation

Comprehensive Asset Review

Deep-dive analysis of every asset in your portfolio: real estate, maritime vessels, financial instruments, private equity, and alternative investments. We leave no stone unturned.

Hidden Risk Identification

Our experts identify legal, structural, financial, and regulatory risks that standard due diligence often misses. From encumbrances to environmental liabilities.

Valuation Validation

Independent verification of current market values using judicial-grade methodologies. Ensure your assets are neither overvalued nor undervalued in your records.

Legal " Regulatory Compliance

Review of ownership structures, tax implications, cross-border regulations, and compliance with international standards (MiCA, FATF, local regulations).

Strategic Recommendations

Actionable insights on portfolio optimization, risk mitigation, asset protection strategies, and opportunities for diversification or divestment.

1-on-1 Strategy Session

A confidential 90-minute video consultation with our Global Technical Director to walk through findings, answer questions, and discuss next steps.

Comprehensive Report

A professionally bound 50-100 page report with executive summary, detailed findings, appendices, and all supporting documentation.

International Legal Validity

Report can be legalized via Hague Apostille for use in 120+ countries. Suitable for legal proceedings, arbitration, and regulatory submissions.

Who This Service Is For

Our Custom Portfolio Analysis is designed for sophisticated investors who demand the highest level of scrutiny and discretion

Family Offices

Multi-generational wealth preservation requires rigorous, independent validation of asset holdings across multiple jurisdictions and asset classes.

High-Net-Worth Individuals

Protect your wealth with an unbiased, expert analysis that goes far beyond standard financial advisory services.

Private Equity & Funds

Pre-acquisition due diligence or post-investment portfolio review with judicial-grade rigor and international validity.

Trustees & Executors

Fulfill your fiduciary duties with an independent, defensible analysis that withstands legal and regulatory scrutiny.

Our Methodology

A proven 5-phase process refined over 30+ years of international appraisal practice

01

Discovery & Scoping

Initial confidential consultation to understand your portfolio, objectives, and specific concerns. We define the scope and deliverables tailored to your needs.

Week 1
02

Documentation Review

Secure collection and analysis of all relevant documentation: titles, contracts, financial statements, insurance policies, and regulatory filings.

Week 2
03

Expert Analysis

Our network of specialized experts conducts deep-dive analysis across each asset class: legal, technical, financial, and regulatory dimensions.

Weeks 3-4
04

Quality Review

Our Global Technical Director personally reviews all findings, ensuring consistency, accuracy, and strategic relevance before finalization.

Week 5
05

Delivery

Comprehensive report delivery followed by a 90-minute strategy session to discuss findings, answer questions, and outline next steps.

Week 6

Why Choose Prop Trust Verified

The difference between a standard review and a judicial-grade analysis

Absolute Discretion

Iron-clad NDA, encrypted communications, and a track record of serving ultra-high-net-worth clients who demand complete confidentiality.

Global Jurisdictional Expertise

Our network spans 40+ countries. We understand cross-border complexities, international regulations, and multi-jurisdictional asset structures.

Judicial-Grade Rigor

Every finding is defensible in court or arbitration. Our reports meet the highest standards of evidence and methodology recognized internationally.

Multi-Asset Class Coverage

From real estate and yachts to private equity and digital assets. One analysis, one report, complete clarity across your entire portfolio.

Founder-Led Service

Your analysis is personally supervised by Aurelio Tamarit Blay, with 30+ years of international appraisal expertise across three core disciplines.

International Validity

Reports can be legalized via Hague Apostille for use in 120+ countries, making them suitable for legal, regulatory, and arbitral proceedings worldwide.

ATB

A Personal Commitment to Excellence

“In my three decades of practice, I’ve learned that the most costly mistakes in wealth management her’t made in the market—they’re made in the blind spots. The encumbrance no one checked. The structural defect hidden behind fresh paint. The regulatory change that invalidated a holding structure.

Our Custom Portfolio Analysis exists to eliminate those blind spots. When you engage us, you’re not getting a generic report—you’re getting the accumulated wisdom of 1,500+ appraisals across 40+ countries, distilled into actionable intelligence for your specific situation. I personally oversee every engagement at this tier. ”

Aurelio Tamarit Blay Founder & Global Technical Director · Prop Trust Verified

Satisfaction Guarantee

We stand behind the quality of our work with an unwavering commitment. If, after receiving your Custom Portfolio Analysis, you feel the report does not meet the standards promised, we will either review the analysis at no additional cost or provide a full consolidation. Your confidence in our service is our highest priority.

Protect Your Wealth with Certainty

In a world of increasing complexity and hidden risks, a judicial-grade portfolio analysis is not a luxury—it’s a necessity for anyone serious about wealth preservation. Invest €1,500 today to gain clarity, confidence, and a strategic roadmap for your assets.

€1,500
Begin Your Analysis
4-6 weeks delivery
Founder-led service
Hague Apostille ready
100% confidential
Satisfaction guaranteed