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

  • Income and Expense control and reporting
  • Liaison with accounting firm

Auto

  • Tag renewal
  • Auto insurance
  • Maintenance
  • Repairs

Personal

  • Insurance (Medical, Life, Umbrella, Collections)
  • Mobile Phone
  • Credit Cards
  • Club Charges
  • Professional service Referral
  • Budgeting
  • Bill Payment

Vendor Oversight

  • Collection, payment and recording of invoices
  • Billing analysis and disputes

Vessels

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

Insurance Management

  • Liaison with best fit for insurance needs: Auto, Homeowner’s, Medical, Vessel, Umbrella, WC and Collections
  • Claim filing assistance and follow up
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