Family Office Services

Accounting & Reporting Services

Cash Flow forecasting
Bill Payments
Capital Calls and Distributions
K-1 Tracking, Beneficial Ownership Information (BOI) filings
Project Management for Family Office
Software implementation

Administrative

Support

Ticket Purchases
School Registrations
Dinner Reservations
Travel Booking
Calendaring
Personal Shopping

Vendor Management

Third Party Research
Procurement
Project Oversight
Communications
Vendor Onboarding

There are two aspects to our approach:

First, we provide dedicated resources for HNW households to directly execute on a wide range of accounting, operational and concierge tasks.

Second, where specific domain expertise is required, we act on behalf of our clients to identify, source and manage third party vendors. Our partnerships span decades, propelled by our loyalty, confidentiality and ability to execute on time sensitive matters at the highest degree of professionalism.