A Confidential and Comprehensive Advisor Resource
Wealth managers have the enormous task of managing their clients wealth and oftentimes listening to their struggles with personal concerns, staffing or property issues. We can quickly assess the problem and provide the simplest, best solutions for the client.
Business transparency and confidentiality are our trademarks.
Do you have an expert guide to assist your clients?
How We Serve The Client
- Supporting wealth managers
- Best practices
- Hiring strategies
- Compensation and benefits
- Problem solving
- Hiring trusted staff
- Advisory support
- Identifying the problem
- Team building
- Conflict resolution
Client Projects We Have Recently Resolved
“Can you help us understand the salary ranges of a household manager? And what is the difference between a personal assistant and a household manager?”
“I need your help. My client insists on paying their household help with personal checks and in cash. When can we schedule a call?”
“My client’s nanny is accusing their driver of sexual harassment. Can they just ignore it or what should they do?”
“I really want to offer help to my client, who obviously needs a new chief of staff. How can I help them without getting too involved?”
“Can your firm help my client with a new employee offer letter and a job description?”
“Our client is thinking about starting a family office. What would be the smartest first hire they should make? Can you offer them cost variables on staffing for a small family office?”
“My client seems to be agonizing over whether or not a family office employee has committed a theft. Could you please take a call with him?”
“Is it true that online background ‘checks’ are useless? If so, what do you recommend as the safest way to vet a candidate?”
“What are the pros and cons of remote work for family office employees?”
“My clients seem to have endless drama with their family office staff and the new CFO. Can you help them with this issue?”
“My client is insisting that the housekeeper use her personal car to pick up the children after school and to run the household errands. Can my client make this demand? If the the housekeeper continues to refuse, what can we do?”
“There is a serious problem with the clients overspending for property related expenses. And the client keeping large amounts of cash in the house. How would you go about helping my client? “
“We have having troubling conversations with our clients on how they deal with elder/parent care, when the elder/parent is refusing. Could you please speak with them and talk through their options?”
Testimonials
Testimonials
Testimonials are direct quotes from our clients, however their likeness and names are confidential





























