Cash flow management and planning 

Account services – including budgeting, projection of expenses and accounting of revenue

Managing and monitoring check receipts and bill payments

Bookkeeping Services

Monthly financial reporting

Credit Repair and credit monitoring 

Coordination of Media Services

Incubator Services 

Supervision and submission of all insurance claims including home, jewelry, auto and medical etc.

Debt planning

Investment review in consultation with investment professionals

Obtaining insurance coverage in consultation with insurance professionals

Negotiation of real estate and major asset acquisitions

Estate planning in coordination with counsel

Arranging financing and specialty insurance for your luxury items

Charitable planning and private foundation review 

Income/ Salary  reconciliation includes contract review in coordination with sports agent

Household staff supervision