Quote Originally Posted by timmie:
To people who have assets in different countries, how do you keep tabs on your overall portfolio? I'm talking about things like multi-currency cash in different bank accounts, shares with banks and brokerages, MPF, property, etc. Do you use a spreadsheet, or some sort of app? Right now I'm just relying on statements from different providers and it's a bit messy.
If the value is high enough you could consolidate everything into a PPLI contract. If you need an introduction let me know. Typically need north of USD 10m to make it worth while. It's good for deferring tax too.