Bookkeeping

 Bill processing, cash management, expense tracking, and budgeting 

 Shadow office for privacy, ancillary revenue tracking,  and guild & union compliance  

Tax planning, compliance and historical data maintenance  

 Tax efficient and multigen transfers, trust tax compliance, and independent trustee services 

  Managed account oversight, third party proposal analysis, and art & collectibles inventory and maintenance 

  Coverage enrollment, claims processing, and benefits coordination

 Acquisition & disposition of residences, private travel ownership & use, and private banking services coordination 

 Private foundation operations and tax compliance