Services
Business
Family Office
Family Office
- Provide dedicated C-level support.
- Serve as primary point of contact and assist with needs of board members, investors, law firms, accounting agencies, vendors and property managers.
- Entrusted with depositing large sums of cash and with diverse, highly confidential company and personal information.
- Maintain strict confidentiality on all matters.
- Office startup from initial build to ongoing operation.
- Perform all office manager duties including furnishing office, identifying and managing vendors, managing physical plant, equipment leasing and maintenance and ordering office supplies.
- Set up all accounts needed to manage office.
- Create and maintain essential company filing systems.
- Schedule meetings and maintain calendars.
- Sourced key C-level hires.
- Use SharePoint to issue shares, manage equity, engage shareholders and ensure compliance.
- Manage HR hiring, onboarding and performance functions using Insperity suite.
- Event planning and catering for board, investor and C-level meetings and corporate events.
- Project management.
- Manage international and domestic reservations and private and commercial travel.
- Prepare expense reports.
- Marketing-related tasks.
- English and German speaker.
- American and Canadian citizenship.
Family Office
Family Office
Family Office
- Office management from initial build to ongoing operation.
- Perform all office manager duties including furnishing office, identifying and managing vendors, managing physical plant, equipment leasing and maintenance and ordering office supplies.
- Entrusted with depositing large sums of cash and with diverse, highly confidential company and personal information.
- Maintain strict confidentiality on all matters.
- Set up all accounts needed to manage office.
- Create and maintain essential company filing systems.
- Schedule meetings and maintain calendars.
- Manage HR hiring and performance functions using Insperity suite.
- Manage aspects of finances for high-net-worth individuals.
- Manage international and domestic reservations and private and commercial travel.
- Project management.
- Event planning and catering.
- Prepare expense reports.
- Manage aircraft and flight logs.
- Maintain multiple vehicles.
- Marketing-related tasks.
- Personal legal and financial needs and personal errands.
- Identify and hire household staff.
- English and German speaker.
- American and Canadian citizenship.
Personal
Family Office
Personal
- Dedicated professional support for high-net-worth individuals.
- Office start-up and ongoing operations.
- Maintain strict confidentiality on all matters.
- Property management.
- Office management from initial build to ongoing operation.
- Perform all office manager duties including furnishing office, identifying and managing vendors, managing physical plant, equipment leasing and maintenance and ordering office supplies.
- Set up all accounts needed to run business.
- Create and maintain essential company filing systems.
- Schedule meetings and maintain calendars.
- Project management.
- Coordinate vendors for home and recreation properties for maintenance, remodeling and other projects.
- Hire support and household staff.
- Manage some aspects of personal finances.
- Event planning and catering.
- Manage international and domestic reservations and private and commercial travel.
- Prepare expense reports.
- Manage aircraft and flight logs.
- Marketing-related tasks.
- Filter incoming phone calls and correspondence.
- Personal legal and financial needs and personal errands.
- English and German speaker.
- American and Canadian citizenship.