Family Office Services
Are you looking to outsource your monthly bill-paying or other financial tasks?
Braver Wealth Management offers family office services including:
- Bill payment and account reconciliation
- Investment reporting including performance reporting on assets managed by all investment managers
- Credit monitoring
- Insurance premium payment and oversight
- Household payroll
- Preparation of net worth statements on an annual (or quarterly) basis listing all investment accounts, real estate and business holdings and related liabilities
Services are billed on an hourly basis.
