Lifestyle Management & Budgeting

Some of these services are typically defined as “concierge” in nature, but they are broader in scope, in as much as they also include budgeting services. Services under this heading will include:

• Full concierge services
• Relocation services when needed following a transfer
• Working with team player liaison management
• Customized services for home management, settlement and administration
• Professional guidance on family governance
• Professional guidance regarding wealth transfer to succeeding generations