Family Office Services
Administrative, operational and concierge support for high net worth families
Our Approach
We provide direct support to high net worth households through on a wide range of accounting, operational and concierge tasks.
In addition, we act on behalf of our clients to identify, source and manage third party vendors in areas that extend beyond our core service offerings.
Our client relationships span decades, forged by our loyalty, discretion and ability to execute on time sensitive matters at the highest degree of professionalism.
Accounting &
Reporting Services
Expense Reporting
Cash Flow Forecasting
Bank Account reconciliation
Financial Statement Preparation
Project Budgeting and Tracking
Private Investment Reporting
Administrative
Support
Bill Payments
Reservations
Appointment Scheduling
Calendar Management
Registrations, Memberships
File and Document Management
Luxury Lifestyle
Management Services
Personal Shopping
Travel Planning
Yacht/Private Jet
On-site services
Bespoke Concierge