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  • Help client ensure all assets are adequately insured.
  • Interview moving companies, complete address changes, deal with utilities and coordinate day–of–move support when changing residences.
  • Compile CPA–required packet of tax related documents for annual filing.
  • Act as liaison between client and auction houses for sale of art, collectibles, furniture, jewelry…
  • Assist with administrative tasks during estate settlement or divorce.

What changes might be on your horizon? Would you like someone to help you plan for them and manage the process?

“Working with POM has helped organize and streamline our family finances a lot. There were a lot of “loose ends” that POM was able to document and assist in taking a complex situation and bring order and accessibility to the information. Not only do I feel better about it, but if something ever happened to me, now my wife knows where to look to find all the information.”
- CR