Business Management
We become your personal Chief Financial Officer. Business management helps individuals and businesses simplify their lives. Our clients include high net worth individuals, their families, businesses, family offices, foundations, trusts and estates. Our services span from personal financial management concerns to management of business interests. We provide financial controls to help clients maintain active lifestyles, while ensuring their financial resources are being properly handled.
We tailor our services to fit your financial and lifestyle needs. We can directly pay bills and collect revenues for both your business concerns and personal accounts and coordinate with the advisors you may already have in place. Your financial information can be easily accessed and monitored through our secure, encrypted website portal.
Business Management Services for Individuals & Companies
We keep you informed and provide the information you need to make informed decisions about your financial position.
Our services include:
- Monthly financial statements & cash flow reports
- Personal & business financial review & planning
- Customized dashboards
- Tax compliance – return preparation & filings
- Financial statement & reporting compliance
- Budget preparation & variance analysis
- Income collection, bill review and check preparation
- Check signing (with dual controls)
- Bank & investment reconciliations
- Payroll processing & payroll tax reporting
- Insurance
- Loan negotiation
- Family & estate services
- Estate planning & gifting
- Trust accounting & reporting
- Divorce support
- Advisor liaison
Call to learn more about our personalized approach to managing your life needs.