Personal Affairs and Wealth Management

As part of our overall package of personal wealth management services, we are pleased to offer a useful service, personal affairs management. This service is designed to assist our investment management clients in organizing and dealing with their personal/household financial affairs.

Our personal affairs management services encompass reviewing and preparing checks to pay household bills, reconciling checkbooks, assisting in completing governmental benefit and private insurance forms, compiling and organizing income tax data, and helping to establish personal budgets and financial record keeping systems.