Executive Concierge Financial Services
Private Financial Management
Private Financial Management
Private Financial Management
Elite-level bookkeeping in QuickBooks Online
Preparation, execution, and secure filing of financial documents
Support for capital calls and private fund investments
Maintenance of investment data across premium banking and wealth platforms
High-Level Liaison
Private Financial Management
Private Financial Management
Seamless coordination with accountants, attorneys, private bankers, and investment advisors
Meticulous gathering, organizing, and delivering of financial and legal documentation
Cross-border compliance management (Canada and U.S.), with trusted accountant collaboration
Family Office & Entity Support
Special Projects & Executive Discretion
Special Projects & Executive Discretion
Confidential oversight of foundations, trusts, and multiple investment entities
Professional assistance to family members with discretion and respect
Ability to scale and adapt services as needs evolve
Special Projects & Executive Discretion
Special Projects & Executive Discretion
Special Projects & Executive Discretion
Managing ad hoc financial and administrative projects
Offering a calm, professional presence behind the scenes, so you can focus on leadership: A composed and polished partner in your financial ecosystem