Cash flow management 

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

Financial record keeping and debt planning

Depositing of all income

Managing and monitoring check receipts and bill payment

Bookkeeping Services

Monthly financial reporting

Household staff supervision and payroll

 Risk management

Investment review in consultation with investment professional

Obtaining insurance coverage in consultation with insurance professionals

Negotiation of real estate and major asset acquisitions

Estate planning in coordination with counsel

Planning transfer of wealth from generation to generation

Arranging financing and specialty insurance for luxury items

Charitable planning and private foundation review