CFO, COO and CCO family office and investment management advisory

Accounting and reporting for tax (Trusts, LLCs, LPs, etc.)

Reporting for families (AUM tracking, investment returns and allocation, financials, home construction, ad hoc.)

HR support, payroll, benefits, talent sourcing

​AVIATION & Nautical ADVISORY

Art advisory (purchases, sales, donations, etc.)

Legal and tax advisory (HR, corporate, estate, family investment structures, VC/PE transactions and other investments, etc.

Privacy advisory including NDAs, internet privacy, personal and home security

Insurance advisory

Citizenship advisory

Administrative support

Bill Pay Management