Lifestyle Navigations

SCOPE: Provide turnkey service-focused lifestyle support for high net-worth individual and family clients since 2003, including but not limited to: • Household / Estate Management • Accounts Payable & Monitoring of Expenses vs. Budget across Multiple Residences • Financial, Portfolio Investment Tracking & Reporting • Physical Asset Management (cataloguing of assets, antiques, etc.) & Architecting / Managing Database Design for relevant tracking • Domestic Payroll & State Quarterly Reporting • Grant Management incl. monitoring of annual charitable commitments and compiling salient acknowledgements for tax reporting • Event Management and auction pledges/redemptions • Family Foundation Management • Seasonal Property Rentals & Lease Negotiations • Complex and fluid customized international travel arrangements, including research and recommendations for high-end, five-star travel experiences