WE SIMPLIFY YOUR LIFE.
ESTATE / HOME MANAGEMENT
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Property Maintenance & Care
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Oversee Renovations
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Bill Paying
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Household Budgeting
SENIOR AFFAIRS PROGRAM
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Assistance with Bill Paying
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Estate/Home Management
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Liaison for Wealth, Tax, Accounting & Estate Advisors
- Coordination with Health Providers & Housekeeping
- General Errands & Communication with Family
TRUST ADMINISTRATION /
FINANCIAL OPERATIONS
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Cash Management
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Financial Reporting
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Oversee Management of Assets & Distributions
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Bookkeeping
CONSULTING & PROJECT MANAGEMENT
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Business Planning for Startups
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Financial Modeling
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Streamlining Existing Businesses
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Outsourced Business Service Solutions
