Personal Financial Administration

 

Simplify Your Financial Life and Maximize Your Time

We provide hands-on administrative and operational support for families and family office partners to simplify the day-to-day complexities of wealth and free up your time. 

We provide financial clarity and scalable, cost-efficient services that save time and money, including bill payment and accounting, cash flow reporting, and household management services.

  • Bill Payment

    Consolidate and manage bill pay

    Bank account reconciliation

    Month-end transaction reports 

    Quarterly and annual payment summaries

    Capital Call Management

  • Personal Accounting

    Record payments, charitable contributions, gifting, etc.

    Coordinate with tax accountants and other advisors

    Detailed reporting on credit card transactions

    Quarterly and annual cash flow summaries

  • Household and Concierge Services

    Domestic payroll services

    Irrevocable life insurance trust administration

    Medical claims processing

    Document storage

  • Performance Reporting

    Independent performance reporting to help identify opportunities and risks within your portfolio

    Integrated general ledger accounting to provide a true financial picture

    Expertise to incorporate both alternative investments and multiple custodians in one dashboard

“We understand the complexities of our families’ lives and how clarity and readily available financial information drive better decisions.” 

-Megan Bleil, Partner