Family Office Administration

PROVIDING CONTROL, ORGANIZATION AND VISIBILITY

Wealth can be complicated. For those families who need a little more assistance, we are there to serve. Understanding that managing wealth and the financial aspects of life can be a time-consuming task for many families, particularly those who have numerous monetary and investment accounts, multiple homes, vehicles and assets and those who require detailed and customized reporting. We keep it all organized, and manage it seamlessly while keeping you informed and a part of the process.

For assistance beyond the portfolio, we serve by managing additional aspects of their wealth including insurance, property management, cash flow management and financial planning. By using our Family Office Administration Services, families can structure and simplify their personal finances, and enjoy the peace of mind that comes with one point of contact for your financial life. Our Family Office Administration services include:

• Bill Pay
• Digital Record Keeping
• Monthly and Yearly Financial Reports
• Cash-flow Management
• Budgeting Services
• Vendor Oversight
• Fraud and Identity Theft Precautionary Measures
• Insurance Management
• Property Management