Whether working or retired, our clients have numerous commitments and ambitions, from serving on your favorite not-for-profit’s board to extensive travel. Staying on top of your personal obligations while ensuring your home and family office is running smoothly is critical. Private Family Services can provide the administrative support you need, including:

• Composing and sending letters
• Prioritizing and handling all correspondence
• Researching and answering questions
• Developing and maintaining detailed records and filing system for accounts
• Scheduling meeting dates for family and entity meetings
• Coordinating travel arrangements
• Tracking and organizing frequent flyer accounts
• Maintaining current contact list
• Maintaining pertinent information (birthday, social security number, address, etc.) on all family members
• Purging files annually
• Preparing labels
• Checking on personal residence, as requested
• Meeting service people at client residences
• Keeping family members informed of status, accomplishments, tasks and information