Your Financial and Personal Concierge

TAG Family CFO acts as a “modern family office” and will assist with a myriad of tasks associated with managing your personal financial life. Our services can be customized to meet the needs of any situation, with a wide range of special projects, including financial reporting to bill pay and outsourced executive assistance to your personal concierge needs.

Accounting Services:

Personal/Executive Assistant Services:

  • Personal Concierge
  • Calendar Management
  • Appointment Setting
  • Travel Arrangements
  • General Errands
  • Mail Services
  • Vendor Management
  • Property Management
  • Household Staff Management
  • Project Management
  • Relocation Assistance
  • Deliver/Repair Waiting

Adding simplicity and clarity to your financial lives.