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LIFESTYLE MANAGEMENT
TRUSTEE & ADMINISTRATIVE SERVICES
LIFESTYLE MANAGEMENT
• Scheduling, errands, and vendor coordination
• Home management & relocation assistance
• Travel planning and logistics
PERSONAL ASSISTANCE
TRUSTEE & ADMINISTRATIVE SERVICES
LIFESTYLE MANAGEMENT
• Email and calendar management
• Bill pay, expense tracking, and organization
• Event coordination and on-site support.
TRUSTEE & ADMINISTRATIVE SERVICES
TRUSTEE & ADMINISTRATIVE SERVICES
TRUSTEE & ADMINISTRATIVE SERVICES
• Oversight of personal or estate obligations
• Liaison with attorneys, accountants, and vendors
• Recordkeeping, disbursement tracking, and communication support
Demand for personal and lifestyle management services
Target Market
· Professionals & Entrepreneurs: Need trusted support for personal organization and scheduling.
· Families & Retirees: Require consistent help managing homes, travel, and appointments.
· High-Net-Worth Individuals (HNWIs): Need discreet, ongoing personal management.
· Estate Professionals: Require assistance with trustee coordination or administrative follow-up.