Many of our
assignments are the result of a life transition. Some transitions
are easier than others, but when one becomes more challenging, you then have
choices.
Engaging an objective third party, a trusted advisor focused exclusively on the
issue at hand, can ease one through the transition. Some life transitions where
we can help can include:
Divorce
-
Critical resource bridging the financial and non-financial aspects of divorce
with discretion and confidentiality, assistance in discovery process, creation
and implementation of new life plan, budgeting, new professional advisor vetting
and interviewing. Allow the attorney to focus on the legal issues while
providing 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.
General Services: Bill paying, domestic staffing,
coordination of insurance, oversight of multiple residences/mail coordination.
Luxe d'Europa can be retained for one time assignments or longer term
engagements.