This varies with each client. It generally includes a comprehensive oversight of personal family assets, it may include check writing and reporting or just review. It can include a summary of assets which promotes discussions of gifting, cash flow, tax and estate planning. A personal concierge to the family.
We offer the following services:
- Bill payment
- Monthly reconciliation of financial accounts
- Monthly/Quarterly reporting of assets and expenses
- Oversight on transactions
- Tax Preparation
- Social visits
We provide financial security so you can concentrate on your family.
Interested?
If you are interested in this item and have some questions, feel free send an inquiry.
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Brenda K. Lowe CPA LLC is a proud member of
White Bear Area Chamber Marketplace
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