Services
We provide the following services: family office (other than investment), COO, CFO, and concierge. Because of our decades of experience, we know how to handle these important matters and anticipate your needs.
We tailor our services to fit your exact needs. You can customize the suite of services that you need from the following non-exclusive list:
Financial
Manage personal finances, including payroll, tax payments, bill monitoring and payment, income and expense reporting, account reconciliation, cash-flow analysis, bank account management, and fraud monitoring.
Philanthropy
Handle or assist with charitable giving, including helping establish and operate charitable trusts and private foundations.
Insurance
Assist with insurance, including working with insurance professionals to ensure proper coverage and renewals.
Legal
Coordinate with attorneys needed to advance and protect your interests.
Management Services
Manage domestic employees, including hiring and supervision, governmental filings, policies and procedures; coordinate with investment professionals, accountants, lawyers and others to ensure smooth handling of your matters.
Information and Document Management
Monitoring, maintenance, and retention of records needed for expenses and other important information.
Taxes
Organize and manage documents needed for tax purposes.
Credit Monitoring
Monitor credit with the credit bureaus to help keep you protected.
Fractional CFO and COO Services
Provide operational and financial services traditionally performed by a CFO and/or COO.
Concierge Services
If you need help with something not listed above, let us know.
- Ongoing or interim non-investment family office services
- Chief-of-staff services for you or a family member
- Manage projects
- Providing a neutral non-family member help navigate situations
Contact Us
Reach out to us for a private consultation at a location of your choosing to discuss your goals.