- Personal assistant/relationship manager to manage your schedule
- Business consultation and communication specialist
- Bill pay
- Tailor service (custom clothing)
- Access to premium VIP tickets at major sporting events/venues
- Limousine/transportation services
- Booking travel arrangements for you or your family
- Network of VIP hosts for nightlife entertainment
- Dinner reservations
- Day-to-day errands
- House care and maintenance
- House sitting
- Personal shopper
- Relocation services
- Furniture rental/purchase
- Assist with purchasing, leasing, and transporting automobiles
- Automobile customizing
- Advise and assist in finding the right agent for personal lines of insurance (auto, rental, life, and disability)
- Prepare pre-draft and post-draft budgets based on spending habits, income, etc.
- Consistently reinforce the idea of spending and investing wisely and sticking to your budget
- Work closely with your financial advisor on all financial matters
- Review all documents and mortgage applications as well as maintain regular contact with the realtor and oversee any legal matters when purchasing a home
- We have contacts with jewelry wholesalers (diamonds, wedding rings, watches, necklaces, earrings, bracelets, etc.)
- Oversee estate planning, procurement of insurance, family trust, etc. in most favorable manner for clients
- Assist clients in finding representatives
- Maintain routine contact and work with our clients’ outside financial advisors to make sure that every investment is sound and that our clients have honest people handling their finances
- Available 24/7, 365 days a year