lifestyle MANAGEMENT
Time is the most precious non-renewable resource
Not only can A&E Financial objectively handle your financial, investment, and philanthropic dealings, we can also provide excellent lifestyle management services. Our lifestyle management services provide answers to family concerns, outside interests and any other subject which you may want information. In short, we free up your time so you can concentrate on your career or relax and enjoy the life your wealth provides you.
Our services are not limited to matters of major financial significance. We also act as personal concierges. On any given day, we help our clients with gift purchases, event tickets, travel plans, applicant screening for household services, and more. Our completely objective position leads many of our customers to seek our advice on a vast array of personal and family matters. We encourage our clients to call on us anytime for anything
back to topOne of our greatest assets is the fairness and diplomacy with which we address complex family issues and promote harmony within the extended family. We structure a forum where the entire family can come together to discuss shared values, air differences, plan future activities, determine philanthropic goals and celebrate special occasions.
Overseeing your financial affairs while trying to conduct your daily business activities can be overwhelming. Our business management services effectively handle all of your day-to-day business transactions and administrative details, allowing you to focus your energies on more creative endeavors.
Maintaining multiple residences and other property such as aircraft, yachts and automobiles demands considerable time and resources in order to enjoy the benefits afforded by these assets. We relieve our clients of these responsibilities by managing their personal assets diligently. This includes ensuring that client residences and facilities are immaculate, stocked and fully equipped before every use.
PERSONAL BUDGETING AND FINANCIAL PLANNING
Whether you have millions or billions, financial responsibility is an essential part of ensuring that your wealth is available for the needs of current and future generations. In addition to monitoring the sources and applications of your wealth, we assist with bill payment, funds transferals, banking relationships, personal finances and individual budgeting. We take care of these time-consuming nuances so you have time to enjoy the finer things in life.
TRAVEL PLANNING & COORDINATION
Travel is one of the supreme luxuries coordinating itineraries is not. Whether you're planning a Trans-Atlantic family get-together or inviting close friends to spend the week at your villa, we can arrange all the travel details and ensure your property is perfectly prepped to entertain when your guests arrive.
Fine art, antiques, classic cars and other collectibles demand significant time and energy investments. Obtaining and maintaining these precious items requires precious time. Our experts can help you locate, acquire and maintain items for your prized collections. We deal with all aspects of ownership including researching value histories, compiling insurance information, updating inventories and managing all other details pertaining to the valuables you own, have owned or may wish to own.
With significant wealth comes increased responsibilities and involvement with the public. Wealthy individuals are often approached for charitable donations and participation in charity events. We can act as your public liaison, screening requests and planning your participation.