EXECUTIVE CONCIERGE SERVICES

The time spent on managing day-to-day tasks and administrative commitments oftentimes can take away focus from more important and pressing matters. As part of our Private Client Services, we offer not only financial-based services, but also non-financial solutions that add value to your personal life. Our Executive Concierge Services team includes our own highly-skilled assistants as well as exceptional service providers with long-time relationships with our firm. Your personal attention is our focus.

Our customized concierge services include:

  • Household management
  • Property management
  • Insurance coordination including life, property, and casualty insurance coverage
  • Project and administrative management
  • Appraisals of inventory and valuables
  • Asset acquisitions and dispositions
  • Vendor and expense dispute resolutions