Financial and Personal Concierge

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Our illuminare outsourced family and personal CFO team functions as your own "family office" to manage the multiple directions and moving parts of  your personal financial life.  Our services vary and are customizable meet the needs of most situations.  Our team is quite capable to handle everything from special projects including financial reporting to more traditional everyday needs such as bill pay, virtual assistance and concierge level needs.  

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Accounting Services available:

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• Bill payment

• Bank & credit card reconciliation

• Investment accounting reconciliation

• Prepare monthly financial statements

• Cash flow management

• Monthly bookkeeping

• Personal financial reporting & analysis

• Payroll services

• Budgeting and cost analysis

• Philanthropic accounting

• Trust accounting

• Insurance coordination & oversight

• Annual tax preparation

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Personal and Executive Assistant Services:

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• Personal services concierge

• Calendar management

• Appointment setting

• Travel arrangements

• General Errands

• Mail Services

• Vendor Management

• Asset and property management

• Staff Management

• Project Management

• Relocation assistance

• Service provider assistance

• Show and sports event tickets

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We welcome the opportunity to assist you with as many needs as you have.  Between our in house team of experts and extensive network of outsourced partners affords us the ability to meet your unique needs at every turn.