Yes. We will email you monthly cash flows, including all credit card and bank statements. We can also create an online portal for you so you may view historical data. We can also customize reports to your liking.

Yes. We process household and other payroll for our clients.

Yes. We have several clients with international investments and assets. We are familiar with the FACTA requirements and can assist with foreign currency issues.

Yes. Many wealthy individuals wish to “give back,” but they receive too many requests to be considered by one person. We can help ensure that you invest in legitimate charitable and philanthropic options, and invest in a way that does not jeopardize future wealth.

Yes. As your personal financial advisor, we help you with anything associated with managing your wealth. We can monitor your investments, and we can connect you with investment professionals who specialize in evaluating your specific business opportunities.

There is no harm in planning ahead, but always consult a financial professional before investing in something based on the expectation of conditional income. We can help you plan the best way to manage your potential bonuses.