You are a Private Bank, Multi-Family Office or Wealth Management organization interested in offering specific convenience services to your clients. While emphasizing the professionalism and exclusivity of your company, you can easily demonstrate your interest in your client’s well-being and satisfaction with your entire range of services, not limited to financial expertise. Time is an essential commodity for your clients.

My services can be booked on an hourly or daily basis. In looking after your clients, I can either work from your office or from mine. Of course your senior staff members can also access my services if so desired.

My service range has no limits – but here are some examples:

• Organizing Board Meetings
• Planning and accompanying business trips for CEOs and Board Members
• Planning events and incentives
• Taking care of daily tasks such as organizing presents, travel arrangements, making reservations
• Dealing with daily correspondence, (seasonal activities, e.g. Christmas card mailings)