español al inglés Negocios/Finanzas Inversiones / Valores

This is for a website about asset/wealth management services. Specifically the context is that, no matter the size of the portfolio, it is essential to identify the client's needs and objectives in order to best serve him. The entire sentence is:

Asimismo, este paso es esencial para permitir hacer un balance de cuestiones fiscales o patrimoniales.

Mil gracias por su ayuda.