While the core of what we do for clients is keeping their daily financial affairs in order, some want or need us to take it up another level and keep their life affairs in order. We document your life affairs to be clear who and how to respond in the event of a life emergency. We manage and coordinate a family’s personal, financial, legal and health insurance matters with all your advisors to ensure your “life affairs team” is coordinated and in sync. This is especially crucial for family offices, large trusts, aging heads of households, and seniors who live alone or have no family nearby.
Not sure if we can help you? Contact us and let’s talk!
