Our business management team helps protect assets and preserve value by providing a concierge approach to service tailored to your unique needs. Our team assists with supervision and management of day-to-day activities while working with you to formulate goals, develop strategies and long-range planning. We work with your advisors, including bankers, lawyers, investment advisors, estate planning, and insurance professionals to help you meet your current and long term goals.  At our core, we provide timely information that helps you make informed decisions.

Our services include, but are not limited to the following:

  • Banking, including reconciliation of accounts, credit facilities, deposits, and bill paying
  • Analysis of personal and business cash flows
  • Cash management, budgeting, and financial planning
  • Financial statement preparation
  • Risk management and analysis of insurance coverage
  • Preparing and monitoring capital commitment schedules
  • Assistance with the purchase, financing, and monitoring of major assets
  • Payroll and coordination of employee benefits