All of our lifestyle management programs begin with you
We want to learn about your goals and gain a deep understanding of your lifestyle needs - not only now, but in the long-term.
After our lifestyle consultation, we develop a customized plan to meet your personal lifestyle management needs. We lay everything out for you so you know your vital, day-to-day lifestyle objectives are being met.
You'll never have to worry. We are available when you need us.
We love being your first point of contact whenever a need arises.
Solving problems and planning logistics is what we do best.
Lifestyle Management Services
Household Financial Management
Bookkeeping
Bill paying
Document/record management
Cash flow/budgeting
Home Management
While you're away
Animals
Mail
Flowers
Property checks
Sourcing and managing household help
Home organization
Repairs and maintenance
Sourcing
Proposal review
Project management
Service call waiting
Home key holder
Deliveries
Service calls
Relocation assistance
Second home
Repairs
Maintenance (lawn/snow)
Cleaning
Arrival prep
Property checks
Concierge Services
Errands
Event planning and organization
IT and technology assistance
Vacation planning
Health plan coordination
Family Office Services
Private Asset Management
Collection management and dispersal
ROI calculations
advisor coordination
Legal
CPA
Estate
Insurance
Banking
Investments