Our firm provides concierge services for clients sustaining requisite assets under management.
Four broad categories of service include managing transactions, tax planning and preparation, assisting clients to discover and negotiate for goods and services, and assisting clients with family issues.
When it comes to buying big-ticket items, some clients know what they want and where to get it, but they'd like someone else to negotiate on their behalf. We help clients buy cars, real estate, including debt and debt refinancing, insurances and personal trip planning to name a few. We endeavor to save client’s money.
Family issues of marriage financial and tax advice or acting as a mediator for clients going through a divorce.
We handle bill-paying for clients with a designated trustee for third party compliance.