A better life imaginedBusiness Management

WE’RE NOT TYPICAL ACCOUNTANTS

Business management controls the financial aspects of our clients including accounting, insurance, estate planning, marriages, divorces, and children. Everything you can think of, we generally have a little hand in it somewhere.

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Your Personal CFO, a Complete Suite of Services for High-Net-Worth Individuals and Their Families

An unmatched range of concierge-style services to meet the lifestyle management needs of the most enterprising individuals and their families.

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Lifestyle Management

  • Managing cash flow, budgeting, and the projection of expenses
  • Financial record-keeping
  • Tracking all income sources
  • Reconciling expenses and payments
  • Risk management
  • Estate planning coordination
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Professional Services Coordination

  • Coordinating insurance coverage related to the protection of your profession and personal lifestyle
  • Negotiation of real estate and major asset acquisitions
  • Continuous review of your investments in concert with financial institutions and advisors