Do you need help tracking your assets and developing your personal P&L? Are you wondering how much your lifestyle is costing you and how to improve the way you are managing your funds? I have over 10 years of experience working hands-on with family offices.
This service may include the following:
- Full service bookkeeping for family accounts and assets (i.e., vacation homes, yachts, family holding companies).
- Help with the bill paying process via a service that includes your review and approval of items.
- Reconciliation of accounts that includes reporting on unusual transactions.
