You.  You are successful.  Your schedule is varied.  You have interests that definitely don't involve bookkeeping and administration.  Your personal financial to-do list includes a number of "I should" and "I have to get to" items.  When you do meet with your advisors and staff, they look to you to drive the conversation about your plans and priorities.  

These are some of these responsibilities that we can help you with:

  • Bill pay & mail coordination
  • Bookkeeping & recordkeeping
  • Budgeting & managing cash
  • Annual calendaring
  • Coordination of professional advisors (investment manager, attorney, CPA)
  • Coordination of household staff & primary residence management
  • Coordination of tax strategies & tax return filings
  • Coordination of insurance policies & renewals
  • Coordination of gifting to family & to charity
  • Coordination of estate planning
  • Coordination of trust administration
  • Coordination of legacy planning