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Our highest level concierge service. For executives, family offices, or firms with heavy transaction load needing daily support. Plans start at $3,000 / month.
Includes everything in Advisor, plus:
Monthly advisory meetings, and more often as needed
Advanced financial reporting and KPI tracking
Unlimited payroll and other business tax filings
Real-time phone and chat support (2-hour response time)
In-depth planning and budgeting
Fractional controller services
Our highest level concierge service. For executives, family offices, or firms with heavy transaction load needing daily support. Plans start at $3,000 / month.
Includes everything in Advisor, plus:
Monthly advisory meetings, and more often as needed
Advanced financial reporting and KPI tracking
Unlimited payroll and other business tax filings
Real-time phone and chat support (2-hour response time)
In-depth planning and budgeting
Fractional controller services