Comprehensive Service Offerings

Large modern farmhouse with landscaped yard.

Home Management

  • Assist in meeting vendors for repair services
  • Schedule and coordinate concierge services
  • Home organization
  • Pool maintenance
  • IT, tech, and AV maintenance
  • Car maintenance, car leases or purchases
  • Personal errands as needed
  • House checks when traveling
  • Christmas decorating and wrapping
Person analyzing charts on a laptop screen.

Administrative Resources

  • Notary on staff
  • Schedule and coordinate concierge services
  • Organize calendars
  • Run errands
  • Dining reservations
  • Concert tickets
  • Theatre tickets
  • Sporting tickets and reservations
Person using calculator with financial documents.

Accounting

  • Cashflow management and forecasting
  • Bill payment services
  • Management of household payroll
  • Balance sheet organization and reporting

WE DO NOT MANAGE ASSETS. We will coordinate with your own asset manager and accounting team.

Business meeting with documents and tablet.

Partnership and LLC Management

  • Set up LLC entities
  • Create and set up bank accounts
  • Set up payroll
  • Cashflow management and reports
  • Oversight and management of Beneficial Owner requirements
Signing documents during a business meeting.

Legal

  • Attorney due diligence and referrals
  • Estate planning reviews
  • Insurance and risk management
  • Legal advisory process: facilitations and coordination
  • Trustee services: consulting and selection
  • Tax planning
Modern living room with mountain view.

Additional Real Estate Management

  • Assist in meeting vendors for repair services
  • Liaise with the landscape staff and the cleaning staff
  • Home organization
  • Pool maintenance
  • IT, tech, and AV maintenance
  • Coordinate needs with the property manager if applicable
  • List and manage Airbnb or vacation rental listings
  • House checks
  • Bookkeeping and accounting
Colorful cliffside village by the ocean.

Travel

  • Licensed travel agent on staff
  • Private air charter
  • Hotels
  • Rental homes
  • Ground transportation
  • Rental cars
  • Yacht charter
  • Passport and Visa assistance
  • Restaurant reservations
  • Excursion and activity booking, and reservations
Buffet table with drinks and appetizers.

Event Planning

  • 20+ years of event management experience
  • Large-scale charitable events
  • Birthday parties
  • Wedding planning and execution
  • Anniversary parties

We will plan, organize, and execute your custom event with our dedicated preferred vendors and staff.