Our Services
Explore our service categories below, along with some of the everyday activities that we can take off your plate
Family Support
Administrative
Relationship management
Career services
Travel concierge*
Accountability support
Family meeting hosting
Personal runner*
Financial Administration
Bill pay & budgeting
Cash, debt, & rewards optimization
Retirement planning oversight*
Tax prep & planning oversight*
Banking & investment oversight*
Asset allocation review
Info & document management
Risk management
Personal Holdings
Payroll & employee management
Insurance review*
Property management*
Vehicle maintenance oversight*
Vacation property scheduling
Taxes, insurance, and maintenance*
Welcome home service
Flex
A category for everything else. If we don’t have something covered above, don’t worry, we’ll be sure to find a way to make it happen.
Our Services
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Family Support
We’ll do our best to have your family’s back for anything thrown your way. Let us take the stress out of travel planning, being accountable for going to the gym, or running last minute errands. Keep your family life humming along smoothly with our support.
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Financial Administration
Let us help take financial tasks off your plate. Whether you need help with bill pay or budgeting, retirement planning oversight, document management & archival, or tax prep oversight, we’ll keep your financial life in order.
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Personal Holdings
Spending your free time running payroll, reviewing insurance, managing properties, or vehicles isn’t our idea of relaxing either. Let us take care of your personal holdings, keeping them in tip top shape and ready when you need them.
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Flex
While we cover a broad array of services, we realize that there may be some things that don’t fit into the 3 categories outlined here. Don’t worry, flex will have you covered in case anything else pops up.