Now in our eighth year, Luxe d'Europa's fresh and objective approach to addressing life's issues distinguishes us in the affluent market.  Luxe d'Europa, in the role of trusted advisor, focuses exclusively on the personal life issues of the family.

What is Personal Life Management?

Personal Life Management is a recognized niche in the market of services for high net worth individuals.  It's increasing popularity is due largely to the realization that the complexities of life can be addressed more efficiently by engaging an objective third party advisor.  The fact is, life in general is much more complicated than it used to be and there are no signs that it is getting any easier.  Introduce a major life transition or life event and it is easy to become overwhelmed.  A Personal Life Management firm will resolve many of the issues that arise and create a plan to restore ease of living.  We believe that with the resources available to our families, they can achieve a higher quality of life.  With this, they truly realize the ultimate form of wealth management.

What should you expect when hiring a Personal Life Management Firm? 

The Personal Life Management Firm should: 

  • Provide an objective and consultative approach to personal life issues.

  • Bridge the financial and non-financial lives of the family.

  • Look for key opportunities for positive change.

  • Provide oversight and quality control for implementation and execution.

  • Customize solutions for each family situation.

  • Identify, select, monitor and coordinate the work of best-in-class third party providers.

  • Fully disclose all fees and payments to be paid by the client

Additionally, they should refuse to accept any third party reimbursements or referral fees to ensure complete objectivity.  And most importantly, they must adhere to the highest code of ethics and confidentiality.

 

 


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ARE YOU MANAGING YOUR LIFE OR IS IT MANAGING YOU?
by
Ellen Essenfeld and Kimberley Clark

 

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