What drives us
As an exclusive resource for family wealth administration, we operate under the key values of integrity, respect, and competence.
We are committed to making our clients’ lives easier, organized, under control and free of the burden of managing their personal finances. Our skillset, experience, and knowledge lend themselves perfectly to this goal.
Working closely with attorneys, accountants, bankers, investment managers, insurance agents and other key professionals, we complete the client’s financial team.
At Personal Office Management, Inc., we understand the importance of:
Planning, cash flow analysis and monitoring
Frequently and consistently addressing financial issues and correspondence
Bill payment on a regular and timely schedule
Working with the financial team to holistically address all needs
Maintaining organized and relevant files
Good communication
