SIMPLIFY YOUR DAY-TO-DAY AFFAIRS
Condor Capital Wealth Management also offers family office services separately for existing clients to simplify their day-to-day affairs. To streamline the logistics of financial and tax-related matters, we offer multiple tiers of services based on what your family needs, and our team can assist you in managing all your personal affairs.
To ensure that no matter remains unaddressed, we can also work closely with other representatives for your family, such as attorneys and accountants.
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- Accounting & Bookkeeping
- Bill Pay
- Arranging Transactions
- Credit Management
- Research & Analysis
- Travel Arrangements
- Insurance Claims
- Consultation with third parties
- Legal Affairs
- Other Personal Matters
We can present collated financials to identify where the most money is being spent in order to help manage your budget. This can help ensure all taxes are being paid accordingly, and we track all relevant documents, so you never have to worry about organizing them yourself.
Accounting & Bookkeeping
It can be difficult to manage payments for ongoing expenses within your household. We can take over that responsibility for you and ensure that everything is handled on time, whether these are recurring invoices or one-time payments.
We have assisted with remote transactions on behalf of clients. If you are too busy to manage payment for different items and services, we can handle it for you.
By assisting in monitoring your credit cards, we can help you avoid fraudulent charges or deal with them immediately as they appear.
If you are discontented with your current insurance program or are seeking a better alternative for any service you use, we can compile all the information you need to make an informed decision and handle the research and interview prospective services for you, no matter the issue.
Research & Analysis
Too busy to create an itinerary for your vacation? We can handle the logistics of planning and arranging the transportation, lodging, dining, and activities.
You don’t have to handle all the calls and paperwork yourself. We can step in to make sure that everything is filed in a timely manner.
If you need a consultation with another service, we can act as the liaison for you to make sure everything is communicated as needed.
Consultation with third parties
If there is a legal matter, we can interface with your attorney on your behalf to make sure that everything is being handled properly.
If there is anything you need help with for your family and household, let us help. You don’t have to handle it alone.
Other Personal Matters