Mauricio Gruener
& Eduardo Gruener

Solving wealth challenges,
one family at a time

As part of our mission to help families manage their wealth in a personalized manner, we offer Family Office Administration Services.

We structure and simplify your personal finances so you can enjoy the peace of mind that comes with one point of contact for your financial life beyond the investment portfolio.

Mauricio Gruener
& Eduardo Gruener

Our Family Office Services

As part of our mission to help families manage their wealth in a personalized manner, we offer Family Office Administration Services.

Property

  • Property taxes
  • Homeowner’s Insurance
  • Maintenance and Special Assessments
  • Electricity
  • Phone
  • Cable
  • Internet
  • Alarm system
  • Fumigation
  • Pool Service
  • Landscaping and gardening

Digital Record Keeping and Financial Reports

  • Control of income and expenses through Quickbooks generating monthly data and reports to be shared with client’s accounting or legal teams.

Auto

  • Tag renewal
  • Auto insurance
  • Maintenance
  • Repairs

Personal

  • Insurance (Medical, Life, Umbrella, Collections)
  • Mobile Phone
  • Credit Cards
  • Club Charges
  • Professional service providers (Accountant, Legal)

Vendor Oversight

  • Collection, analysis, payment and filing of invoices.
  • Disputes in case of discrepacies in services rendered or in billed amounts.

Vessels

  • Marina
  • Insurance
  • Fuel
  • Maintenance and Repairs
  • Hurricane Dry Dock
  • Storage
  • Cable
  • Internet
  • Crew Credit Cards
  • Software

Insurance Management

  • Coordination with insurance agents to present best policy options in all areas: Auto, Homeowner’s, Life, Medical, Vessel, umbrella, Workers Compensation and Collections.
  • Assistance and follow up on claims with insurance companies.
Facebook    |    Linked In
Form CRS    |    Privacy Policy    |    Terms And Conditions