When I get a call from a client it means she can cross something off her to-do list right after she hangs up the phone. She knows it will get done now, and she won't need to think about it again. I really strive to give all my clients this level of service, which alleviates stress and goes right along with our motto - having money should make you happy, not busy...
- Ekaterina Klimentova, Associate Managing Director
In the same way that a successful business needs a chief financial officer, we believe every wealthy family needs one, too. A personal CFO can manage the mundane particulars of your finances, from bill payment to imaging and storing receipts. We will deal with your vendors, contractors, or other service professionals, so you can enjoy the fruits of your labors. We take the “office” out of your family and put it into ours.
Coordinating Financial & Tax Advisors
We collaborate with your advisory team of lawyers, accountants, and insurance brokers to ensure everyone is working together with up-to-date financial information. We can also recommend professionals from among our preferred providers, integrating services that range from health care insurance claims management to art appraisal to property management.
Pulling Your Papers Together
Organizing paperwork, especially on short notice, is never a welcome task. If you need to apply for a mortgage, add a binder to your insurance policy, or update your personal financial statement for a loan, it can’t be put off. We compile, categorize, and analyze the information you need, in the form you need it, when you need it.
Top things we do to help our clients
When managing your family office, we put a financial zoom lens on everything and keep track of it.