Full List of Asset Management Services

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  • Banking, bill payments managing investments, and secretarial services
  • Navigating the health care system
  • Obtaining and maximizing pension benefits
  • Estate planning to minimize tax implications and maximize legacies
  • Bookkeeping and income tax returns with a Certified General Accountant
  • Maximize investments through allied, arms length professionals
  • Reporting to client and family as requested
  • Health Care Advocacy
  • Applying for disability, pension and other benefits
  • Research and assistance with care arrangements
  • Arrangements for long-term care assessments and moves
  • Space planning for relocation
  • Packing, sorting and moving
  • Re-directing mail
  • Arranging for shipment of family treasures
  • Arranging for appraisals and sale of property
  • Transferring and/or cancelling utility, phone mail or other services
  • Arranging for in-home care companions, meals , and housekeeping
  • Shopping and errands; concierge service
  • Arranging for aids such as wheelchairs, walkers, or commodes
  • Transportation to appointments
  • Security for home and garden
  • Pet Care, pet visits and pet relocation