Fractional Family Office Services
Helping manage the many moving parts of your financial life
As financial lives become more complex, keeping track of everything can become a job in itself. Multiple accounts, properties, insurance policies, recurring obligations, important documents and relationships with various professionals all require attention and coordination.
As a Money Concierge, I provide personalized, hands-on support to help individuals and families manage these responsibilities efficiently and confidently.
A Central Point of Coordination
Your financial advisor, CPA, attorney and insurance professionals each provide important expertise. But there is often no one responsible for seeing the whole picture, coordinating the details and making sure important tasks don't fall through the cracks.
I will serve as that central point of coordination - working with you and your team of professionals while helping manage the financial and administrative details of your life.
Depending on your needs, services may include:
Managing bills, recurring payments and other financial tasks
Monitoring accounts, cash flow and household expenditures
Organizing financial records and important documents
Coordinating information needed by your CPA, attorney, financial advisor and insurance professionals
Helping manage financial responsibilities associated with multiple homes or properties
Reviewing recurring expenses, insurance costs and service providers
Assisting with major purchases and financial decisions
Helping safeguard against fraud and financial exploitation
Providing useful financial summaries and ongoing oversight
Full-Service Family Office Support - Only as Much as You Need
The “fractional” approach gives you access to family office support without the expense or complexity of maintaining a full-time family office. Services are customized around the responsibilities you would most like to delegate, while allowing you to remain as involved as you choose.
The goal is simple: connect the pieces, manage the details and make sure things get done.
Consider the benefits of having a trusted resource to manage and safeguard your financial life - giving you more time for the people and priorities that you value most.
Your Money Concierge. More time. Less financial stress.