Private Client Services
Executive Concierge Services
"As part of our Private Client Services, we offer solutions that add value to your personal life."
Steven Klein, CPA
Our Services
Keeping your focus on pressing matters.
The time spent on managing day-to-day tasks and administrative commitments oftentimes can take away focus from more important and pressing matters.
As part of our Private Client Services, we offer not only financial-based services, but also non-financial solutions that add value to your personal life.
Our Executive Concierge Services team includes our own highly-skilled assistants as well as exceptional service providers with long-time relationships with our firm.
Your personal attention is our focus.
Executive Concierge Services include:
- Household management
- Property management
- Insurance coordination including life, property, and casualty insurance coverage
- Project and administrative management
- Appraisals of inventory and valuables
- Asset acquisitions and dispositions
- Vendor and expense dispute resolutions
Ready to get started?
Get in touch with us today to begin the conversation.
private client services
Explore the private client services available
Executive Concierge Services
Financial Statement Audits ensure that the amounts presented in the financial statements are presented fairly, are adequately disclosed, and are consistent with generally accepted accounting principles.
Wealth Planning & Family Consultation Service
Financial Statement Audits ensure that the amounts presented in the financial statements are presented fairly, are adequately disclosed, and are consistent with generally accepted accounting principles.
Financial & Administrative Services
Financial Statement Audits ensure that the amounts presented in the financial statements are presented fairly, are adequately disclosed, and are consistent with generally accepted accounting principles.
