Bill Paying Services
Significant wealth has its benefits, of course, but it generally comes with significant complexity. One of the more complex issues can be paying all your bills in a timely fashion. We take that burden on for you. We’ll design and implement a system to record all your income and expenses. Then we’ll gather, monitor and record all investment transactions by investment managers, bank custodians and other fiduciaries, and provide you with regular summary reports, complete with meaningful commentaries on your overall financial condition.