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Services

Family Office Administration

  • Asset Management

    • Personal Bookkeeping​

    • Track all Investments

  • Mail Management

    • Collect, digitize, file​

    • Follow through on all items that need action

  • Bill Payments

    • Track and pay bills​

  • Property Insurance

    • Track and review personal insurance policies​

  • Tax Documents

    • Collect, file, and coordinate documents with accountant​

  • Reporting

    • Set performance targets for Investments and report on everything being managed

    • Track and build Net Worth

Concierge Property Management

  • Owners Representative- Construction Process

    • Liaison between owner and General Contractor​

    • Coordinate efforts on all fronts from designer, architect, contractor, and subs.

    • Regular onsite inspection and photographs.

    • Review and track all draw requests.

  • Weekly Property Inspection & Maintenance

    • Catalog everything from  mechanical equipment to paint color.

    • Create a maintenance schedule for every aspect of your home​​

    • 2 hour weekly walk through and maintenance. 

  • Concierge services

    • Everything from grocery shopping to private snowmobile tours in the Uinta Mountains​

  • Sub Contractor Oversight

    • Coordinate and supervise all services associated to your property, from landscaping to mechanical repairs and everything in between. 

Contact Us

2237 south 390 west

Suite A

Heber City, Utah 84032

435-565-1255

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