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Support services are customized to serve each client’s unique needs. Examples of the services we do include:

  • Guide client in establishing a financial team by helping to interview and select financial and legal professionals.
  • Attend meetings with client and trusted advisors on an ongoing basis.
  • Manage mail, complete bill payment and perform account reconcilement.
  • Address and resolve questions and disputes with utilities and service providers on the client’s behalf.
  • Re–title assets for Estate Planning purposes.

What is keeping you up at night? 

“As is everyone in today’s world, I am a busy person who wears many hats. And, each of my constituencies expects one hundred percent of me. Personal Office Management gives me the “more” that I need to meet all of the expectations. Whether it’s assistance with household logistics, cash–flow issues, preparation for business meetings or just keeping all of the balls in the air, I can appear to gracefully complete my tasks with Personal Office Management managing my “back–office”. Thanks to Personal Office Management! ”
- Sarah Goddard Adler