Good Morning,

In my years acting as the family office for a yacht owners, I often found myself as the nexus between captains, accountants, banks, tax representatives, and crew. The volume and variability of their requests revealed a consistent truth: professionalism is not only about expertise, it’s about agility.

• Owners wanted live treasury dashboards to anticipate cash flow.
• Accountants sought banking reconciliations from previous years.
• Tax advisors audited contracts signed three seasons ago, organized by a yacht manager no longer in the picture.
• Banks flagged compliance alerts and demanded payment proofs due to yachting activities.
• Crew changes led to the loss of operational knowledge.
• And suppliers, routinely needed confirmation of transfers.

Managing documents and answering such fragmented demands on a rolling three-year timeline, was less about tools and more about structure.

This is where Yacht.Report began. A platform designed not from theory but necessity. Built to deliver clarity in three clicks.

We developed the first version in 2021 and, with feedback from real users, are now redeploying it to offer a truly responsive experience. The platform is grounded in simplicity:

• Built on Google Workspace for robust email and data integration.
• Combines the flexibility of a spreadsheet with the speed of automation.
• Accessible to both juniors and seniors with no compromise on quality.
• Easily scalable for multiple vessels, departments, or advisors.

Below is a 10 seconds video about the "3 clicks email strategy"

Our goal was never to replace the yacht manager, but to support them with a digital infrastructure that reflects the standards UHNW owners expect.

Yacht.Report is not just a tool; it's a commitment. We provide not only the software but the digital support to use it well. That’s why we don’t just deploy, but we accompany.

Should you wish to equip your operations with a structured, real-time financial cockpit, I would be pleased to arrange an onboarding.

Warm regards,

Charles Berthillon

Founder, CB&CØ

Book a visio with me if you prefer!