We provide consolidated reporting that can include insight into all of your investable assets, regardless of where they are held. We are experienced in reporting for families that contain multiple entities, including multiple family members, trusts and beneficiaries, and partnership structures. Our goal is to provide a holistic view of your family’s financial situation while allowing you to go deep on individual holdings or transactions.

Through an evaluation of your travel history, we will provide coordination of your air travel. We will help you explore charter, lease, and ownership options, allowing you to gain full transparency into vendors, pricing, and compliance with IRS regulations.

For clients who have or are building their collections, we provide oversight of inventory storage, valuation, shipping, and artwork lending services, as well as coordination and evaluation of needed insurance coverage.

Whether you own or are building a single residence or are considering multiple properties, our team will track home construction costs as well as assist with expense management. We will coordinate and manage household staff, including sourcing and hiring as needed.

Using a worldwide network, we will help you identify luxury travel agents and event planners. We provide advice on travel insurance as well as coordination of medical resources you may require while travelling.

Having appropriate insurance coverage for your situation is critical to controlling risk. We assist in evaluating your current insurance, identifying potential gaps in your coverage, and identifying potential replacements or new solutions for your risk management needs.