Fractional Chief of Staff Services For Small Family Offices and High Net-worth Individuals
Services Offered
Compliance Management
Annual report filings
Manage state registrations such as, workers' compensation forms, property registrations, tax forms
Create and maintain trackers for business entities compliance filings
Documentation and Claims
KYC bank requests (Know Your Customer checks)
Insurance policy management
Insurance medical claim management
Solve Daily Office Challenges
Getting charged too much by home service contractors? Systems to track and manage workers to prevent over billing.
Spending hours searching for a file to send to the legal team? Find important files for faster operations.
Is the floor heat still broken at your ski house? Monitor ongoing issues, and ensures timely problem resolution.Need a plumber or electrician for your luxury home? Book quality local contractors for high-end homes
Background
RPR Management, Inc. Project Manager (Family Office NYC) May 2023-Present
Bridgewater Associates. Management Coordinator 2018-2023
WWE, INC. Administrative Assistant. 2013-2018
Tech Skills
Microsoft Office
Adobe
Google Suite
Nines Property Management
Concur Travel and Expense Management
© Noelle DellaCava 2024