Resnick Vergos Family Office Services were created to provide our high-net-worth clients with high quality, customized services designed to meet the challenges regarding their individual and business finances. We provide a multitude of services to meet these needs and are proactively involved in the internal management of our client’s financial records. Our goal is to reduce the amount of time you would spend maintaining your personal and business accounting and financial books and records and to allow you to devote more of your time to career, family and lifestyle. We can act as your personal CFO.
Services
Family Office Services
Our Family Office Services Include
Accounting and Reporting
- Processing Bills & Invoices for Payments
- Customized Reports To Meet Your Individual/Company’s Needs
- Personal Financial Statements
- Assistance In Preparing Cash Flow Budgets
- Monitoring Net Worth
- Cash Flow Projections
- Capital Call Funding and Reporting
- Distributions Receipt and Reporting
Other Specialized Services
- Insurance Coordination and Oversight
- Payroll Administration for Household Help and Other Employees Including Coordination of Health Insurance and Other Benefits
- Complete Subscription Documents for New Investments
- Concierge Services for Family
- Private Jet Chartering
- Property Management
