Project Management for Financial Firms & High-Net-Worth Clients

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Services Offered

Project Management Services
Document management system--creation and/or organizationExecutive Support
1:1 Administrative supportCompliance 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



Family Office Services

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 ensure timely problem resolution.Need a plumber or electrician for your luxury home? Book quality local contractors for high-end homes

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Background

Tech Skills