We strive to simplify our clients’ lives.
What we focus on
Account administration and portfolio implementation
Cash flow management
Additional client inquiries
Coordination of service providers
About our Services
Client Service Team
Each client has a dedicated client services resource to implement portfolio changes and provide administrative assistance.
We generate monthly statements that consolidate all essential information regarding each client’s portfolio into one comprehensive report.
Coordination of Service Providers
Our client service team assists our partners in coordinating with our clients’ external service providers.
We recommend, monitor, and coordinate services relating to:
- Tax compliance
- Bill payment
- Private banking and lending
- Life insurance and property/casualty insurance
- Complex issues relating to art, aviation, and other special interests