Preferred Premium Package
This is our full-service package and it involves coordinating with your other advisors (attorneys, accountants, etc…) and dealing with all your money management needs.
Reconciling Accounts
Resolution of Vendor Issues
Bill Payment
Payroll processing
Organization of Tax Documents
Coordination with tax accountant
Monitoring Accounts
Liaison Services Between You and Service Providers
Supply Monthly Financial Reports
Budget and Cash Flow Analysis
Assistance with Banking Transactions
Insurance Portfolio Assessment
IDEAL CLIENT FOR THIS PACKAGE
- You need to place most of your time focused on money generating ventures.
- You have the luxury of enjoying your riches and want someone you can completely trust to execute what is needed to run your family office.
- You want Preferred to be the liaison with your other advisors to get items executed.
