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Cash flow management and planning
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Account services – including budgeting, projection of expenses and accounting of revenue
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Managing and monitoring check receipts and bill payments
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Bookkeeping Services
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Monthly financial reporting
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Credit Repair and credit monitoring
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Coordination of Media Services
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Incubator Services
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Supervision and submission of all insurance claims including home, jewelry, auto and medical etc.
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Debt planning
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Investment review in consultation with investment professionals
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Obtaining insurance coverage in consultation with insurance professionals
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Negotiation of real estate and major asset acquisitions
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Estate planning in coordination with counsel
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Arranging financing and specialty insurance for your luxury items
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Charitable planning and private foundation review
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Income/ Salary reconciliation includes contract review in coordination with sports agent
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Household staff supervision