Private Clients
For high net worth individuals, the time and effort expended in managing and monitoring their estates, investments and other assets can be an excessively time consuming task. We collaborate with and support your CPA, attorneys and other professional advisors with prompt, accurate assimilation of financial and administrative information.
We are experienced in providing a broad range of administrative services that impact your life, family and investments.
Just a sample of support services and solutions we offer our Private Clients include:
We are experienced in providing a broad range of administrative services that impact your life, family and investments.
Just a sample of support services and solutions we offer our Private Clients include:
- Bookkeeping and account reconciliations
- Admin support for investment properties
- Bill paying services
- Resolving financial disputes with vendors
- Cash receipts monitoring
- Staff payroll and reporting
- Cash flow projections, monitoring, and analysis
- Preparation of financial reports as needed by your CPA, tax advisor, estate attorney, etc.
- Annual budgets
- Expense management and analysis
- Project administration