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Cash flow management
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Account services – including budgeting, projection of expenses and accounting of revenue
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Financial record keeping and debt planning
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Depositing of all income
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Managing and monitoring check receipts and bill payment
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Bookkeeping Services
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Monthly financial reporting
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Household staff supervision and payroll
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Risk management
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Investment review in consultation with investment professional
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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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Planning transfer of wealth from generation to generation
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Arranging financing and specialty insurance for luxury items
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Charitable planning and private foundation review