Core Services

Family about to board a plane

Destination & Travel Planning

Family about to board a plane
  • Adventure, Expedition and Ultra-Luxury Travel Itineraries
  • Organization of Family Retreats & Meetings
  • Liaison with Fully Vetted Local and International Partners
  • Obtain Quotes and Organize Global Emergency Medicine & Int’l Health Insurance
  • Full Service Travel Concierge Services for Duration of Domestic & International Travel
  • Multilingual and Translation Services

Real Estate & Property Management

Waterside patio with lounge chairs
  • Property Search
  • Realtor Liaison for Property Acquisition
  • Move-In/Move-Out Support
  • Physical Asset Management, incl. digital images, as well as preparation of descriptive summaries and condition reports of artwork and antiques in a custom database and/or online system
  • Cataloguing of Assets for Desired Insurance, Required Restoration and Storage
  • Selection & Vetting of Remodeling Contractors
  • Support in Obtaining Town Permits & CO’s
  • Household Staff Interviews / Hiring
  • Support with Sale of Real Estate
  • Real Estate Financing/Mortgages
Waterside patio with lounge chairs
Transparent piggy bank

Financial Management & Philanthropy

Transparent piggy bank
  • Accounts Payable & Banking
  • Consolidated Monitoring & Reporting on Family’s Assets (incl. bank accounts), Fiscal Annual Performance, Benchmark Comparisons
  • Cash Flow Projections & Budgeting
  • Risk Monitoring & Reporting
  • Manage Relationships across Diverse Assets/Private Bankers & Asset Managers
  • Partner with External Experts to Ensure Critical Tax Planning , Compliance & Administration for Wealth Planning and Preservation
  • Coordinate and Manage Contacts with Independent Trustees and Trust Attorneys
  • Monitoring & Cost Control of External Providers
  • Liaison with CPA Firms re: State/Federal Reporting, Payments, Audits
  • Operational Management of Charitable Giving, incl. Organization of Fundraising Events

Administrative Services

Group of people reviewing documents at a conference table
  • Virtual Assistant
  • Bookkeeping
  • Private Tutor Selections
  • Personal Travel Arrangements
  • Customized Concierge Services
  • Support with General Legal Issues
  • Resource for Family Legal & Important Document Collection/Record Management
  • Family Children’s Private School Selection Process – Research & Support; including but not limited to: Shortlisting, Admissions Applications, Essay Copyediting and Interview Preparation
Group of people reviewing documents at a conference table