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
Real Estate & Property Management
- 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
Financial Management & Philanthropy
- 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
- 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