Family Office Solutions
Household CFO/COO
Tailored solutions to match the needs of your family.
Including but not limited to:
Consolidated Financial Statements
Personal Investment Policy Statement
Private Investment Tracking
Financial Analysis & Modeling
Transaction Coordinator
Personal Bookkeeping & Bill Pay
Homestead & Property Management
Advisor Integration
Complement to existing professional advisors; seamless integration to maximize efficiency and close the gaps between advice given and implementation.
I do not replace subject matter experts; I serve as a liaison and complement to these services by coordinating and managing a cohesive financial experience in conjunction with mutual client. I seek to enhance partnership with current providers and refer where there is an unmet need and/or no existing relationship.
Rest in Peace File
Compilation, organization and review of holistic financial picture in physical and/or digital format.
NOTARY SERVICES
Mobile Notary
I aim to accommodate the time and location that is most convenient for you. Cost dependent on distance traveled and number of documents to be notarized.
Document Witness
A witness is a neutral third party who observes the signing of a legal document, confirms the identities of the signers, and ensures that no forgery occurred. Cost dependent on distance traveled and number of documents to be witnessed.
Licensed Notary Public in State of Texas - Bonded, Notary Public Errors & Omissions Policy - Notary Association of America Member