Core Services

Destination & Travel Planning

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

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

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

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