PROPERTY & PROJECT MANAGEMENT

  • Negotiate & oversee contracts (vendor management with contractors, repair specialists and maintenance personnel)

  • Property management (repairs/maintenance) in connection with construction, renovations, seasonal maintenance, grounds care & overall home management

  • Organize home openings & closings, transition staff, pack & unpack your items in/out of vacation homes

  • Pest Control

  • House & utility maintenance

  • Pool & Spa care

  • Home security & management

  • Landscaping

  • Create custom Estate Management Manuals upon request

FAMILY OFFICE SERVICES

  • Full service bookkeeping

  • Weekly management of bill paying & expense reporting

  • Calendar management & scheduling

  • Payroll administration

  • Domestic staff & payroll

  • Email management

  • Event Planning (social & philanthropic)

  • Coordination of complex private & commercial travel itineraries

  • Luxury lifestyle from top tier brands

  • Oversee art, automobile, wine & antique collections ensuring requirements for their protection, repairs and transitions from homes to storage location

TRUST & ESTATE ADMINISTRATION

  • Estate Fiduciary administration & reporting

  • Inventory art, auto, wine, antique collections

  • Auction Porter (provide front line support for handling/management of auction assets through lot allocation to final dispatch and/or collection)

  • Bookkeeping for final return & estate administration

  • Closeout of medical equipment, claims and reimbursements

  • Removal of superfluous items

  • Correspondence as needed to facilitate transfer of assets

  • Staging of residence for quick sale

CONCIERGE SERVICES (Business or Leisure)

  • Private travel with VIP transportation

  • Aircraft/watercraft management

  • Yacht charters

  • Personal protective services

  • Exotic destinations and retreats at luxury hotels (tours available upon request)

  • Interpreter & Translator services

  • Lifestyle management with event ticket purchase & restaurant reservations

  • Corporate gift giving from top tier brands

DIGITAL INVENTORY MANAGEMENT & DISASTER READINESS

  • Inventory and management of your most treasured items and vital documents

  • Development & structuring, preparation of wills & trusts, prenup, postnup, divorce facilitation & negotiation

  • Insurance requirements (Life, Health, Property & Casualty, Disability, Long Term Care, Auto, Home, Renters, Umbrella, Flood, Marine, Pet)

  • Identity Theft Protection

  • Travel insurance

ELDERCARE PREPAREDNESS

Steps to ensure a smooth transition of aging parents. Sometimes conversations on these topics can be difficult, but fundamental. Some things to consider:

  • living arrangements

  • medical care decisions

  • long term care policy

  • estate planning (wills & trusts)

  • funeral and burial plans