Your Digital Family Office Concierge
Wealth redefined. Service reimagined.
Where exceptional service meets modern technology, our Digital Family Office Concierge Package offers a fully integrated ecosystem for discerning families and forward-thinking investors. This isn’t just a service, it’s a personal command center, running 24/7 and aligned with your portfolio, lifestyle, and long-term legacy goals. Whether it’s coordinating complex holdings, building generational wealth, or scaling digital asset strategies, we simplify every aspect of your financial life through one trusted point of contact. The outcome: no friction, full transparency, and the confidence of knowing every detail is executed flawlessly.
Our concierge service provides fully integrated financial, administrative, and lifestyle management tailored to the complex needs of high-net-worth individuals and families. With a single point of contact, world-class systems, and expert teams, we eliminate operational burdens so clients can focus on what matters most.
Your Family Office Concierge Package
Financial Management
- Seamless Bill Payment: Automated vendor management, intelligent invoice tracking, and instant payment execution
- Comprehensive Accounting: Professional bookkeeping, transaction categorization, monthly reconciliation, and CPA-ready year-end packages
- Sophisticated Asset Reporting: Dynamic Addepar dashboards, detailed monthly summaries, and consolidated cross-entity views
Operations & Administration
- Dedicated Account Executive: Your single point of command orchestrating all communications and coordination
- Executive Administrative Support: Calendar optimization, vendor relationships, subscription management, and comprehensive personal assistance
- Intelligent Document Vault: Secure digital repository with granular access controls, smart tagging, and streamlined execution workflows
- Private Communication Hub: Encrypted Slack or Signal channel for immediate requests and real-time updates
Lifestyle Services
- Travel Concierge: Bespoke travel arrangements, complex logistics management, exclusive events, and seamless international coordination
- Security Coordinator: Personal and family security planning, threat assessment, and protective services management
Family Legacy & Governance
- Holistic Family Governance: Family constitutions, education frameworks, succession planning tools, and strategic family oversight
- Next-Generation Development: Mentorship programs, digital asset literacy education, and wealth transition preparation
Select Enhancements
- Entity Formation & Trust Structuring
- PPLI & Captive Insurance Solutions
- Legacy Planning & Philanthropic Design
- SPV Participation & Exclusive Deal Flow
- DAO Integration & Treasury Management