Executive Services
Our Expertise
The time spent on managing day-to-day tasks and administrative commitments oftentimes can take away focus from more important and pressing matters. As part of our Executive Client Services, we offer not only financial-based services, but also non-financial solutions that add value to your personal life. Your personal attention is our focus.
Services
- Household management
- Property management
- Insurance coordination including life, property, and casualty insurance coverage
- Project and administrative management
- Appraisals of inventory and valuables
- Asset acquisitions and dispositions
- Vendor and expense dispute resolutions