Services

Family Office Administration
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Asset Management
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Personal Bookkeeping​
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Track all Investments
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Mail Management
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Collect, digitize, file​
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Follow through on all items that need action
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Bill Payments
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Track and pay bills​
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Property Insurance
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Track and review personal insurance policies​
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Tax Documents
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Collect, file, and coordinate documents with accountant​
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Reporting
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Set performance targets for Investments and report on everything being managed
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Track and build Net Worth
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Concierge Property Management
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Owners Representative- Construction Process
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Liaison between owner and General Contractor​
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Coordinate efforts on all fronts from designer, architect, contractor, and subs.
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Regular onsite inspection and photographs.
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Review and track all draw requests.
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Weekly Property Inspection & Maintenance
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Catalog everything from mechanical equipment to paint color.
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Create a maintenance schedule for every aspect of your home​​
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2 hour weekly walk through and maintenance.
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Concierge services
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Everything from grocery shopping to private snowmobile tours in the Uinta Mountains​
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Sub Contractor Oversight
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Coordinate and supervise all services associated to your property, from landscaping to mechanical repairs and everything in between.
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