Private Client Services
Financial, Administrative,& Concierge Services
"We offer a personalized touch while possessing the capacity to address complex challenges across diverse industries."
Jacob Chirlin
Director
Our Services
Relieving Daily Pressures
Guided by our strict ethics and standards, our professional approach to these matters goes beyond the basics. We will provide you with an experienced team of experts selected for you specific needs.
From sophisticated professional advice and planning to routine bill paying, our goal is to serve as your most valued advisor by providing practical, thoughtful, and straightforward solutions to even the toughest of challenges.
For high net worth individuals, the time and effort used in growing their businesses and associated wealth is a full-time job.
Thus, having to deal with the complexities and sheer volume of financial and administrative matters can be a daunting task.
At GPKLEG, one of our main goals is to be an invaluable asset to our clients by relieving them of these daily pressures. Providing the peace of mind that things will get done and done right is what we deliver to our clients.
We are experienced in a wide-range of services that impact your life, family, and business.
Our financial, administrative, & concierge services include:
- Bookkeeping and account reconciliations
- Bill paying services
- Resolving financial disputes
- Cash receipts monitoring
- Payroll reporting
- Cash flow projections, monitoring, and analysis
- Preparation of financial reports as required for all entities
- Investment activity reports
- Annual budgets
- Expense management and analysis
- Project administration
- Debt management
- Day to day family administrative services
- Attending to personal matters
We're here for you.
Get in touch with us today to begin the conversation.
Our Solutions
Global Expertise with a Boutique Firm Feel
