Our Approach

Personal Freedom Suite: Providing an array of services centered around comprehensive bill paying, organization and maintenance of financial records, budgeting, coordination of Property and Casualty Insurance, monthly reporting, and household oversight.

Life Transitions:

Divorce - Critical resource bridging the financial and non-financial aspects of divorce with discretion and confidentiality. Providing assistance in discovery process, creation and implementation of new life plan, budgeting, new professional advisor vetting and interviewing. While the attorney focuses on the legal issues, we provide the client a resource dedicated solely to his or her personal situation.

Loss of a spouse - Creation and implementation of a new "qualitative" life plan, disposition of assets, budgeting. Work closely with other third party professionals to create a seamless transition.

Sudden wealth event - Work closely with team of advisors and client to address "personal" life issues, i.e., creating a new lifestyle plan.

Purchase/sale of real estate or geographic relocation - Coordination and oversight of the process (licensed real estate broker offering credibility in working with external realtors) and coordination of the resulting move.

Services for Family Offices: Providing concierge services for Family Office groups. Services are in concert with the core services offered by the family office, allowing for greater leverage with the client relationship. Engaging a “personal life concierge” affords the opportunity for finding and achieving the highest quality of life.

Wealth Education and Empowerment: Our unique approach to wealth education is grounded in our philosophy and belief that a well intentioned Value System is integral to a successful understanding of the power of wealth. Our methodology is customized and personalized to reflect each client's present situation. We take into account the long term goals and their relationship with money. A series of exercises are assigned and worked through, creating the foundation on which to build a value system.

Global Resource: Offering assistance for U.S. based clients with overseas situations as well as coordinating stateside interests for those residing in another country.