Strategic, coordinated lifestyle management services
Warren Averett offers accounting and ‘back office’ support and other routine financial services to families of private wealth, high net worth individuals, busy executives and retired executives.
Our experienced professionals will assemble a suite of services uniquely focused on your needs and goals, saving you time and relieving you of routine or complex responsibilities. The services we offer are tailored for those who understand the opportunity costs associated with managing their own financial tasks. In addition, our professionals have high net worth and alternative investment industry experience; and regularly work with both the family and their appointed advisors to effectively manage client affairs.
You are offered a financial portal for ease of communication and reporting. Through this portal, confidential documents are shared in a completely secure manner. Your documents and reports are stored and available in a personal client vault – a convenient solution to organizing personal financial documents for easy and secure access when you need them.
Our services run the gamut from personal and lifestyle management support to accounting and tax services and include:
- Household bill and payroll tax payments
- Personalized financial reporting, budgeting and cash flow planning
- Assistance with major purchase financing arrangements
- Bank account openings and loan and interest payment tracking
- Reconciliation of bank and investment statements
- Family Limited Partnership administration
- Private foundation recordkeeping and coordination with organizations
- Payroll services for domestic or small business employees
Oversight and assistance
- Review of credit card and checking account statements for unusual activity
- Client alerts for account activity fluctuations
- Liaison between client and financial institutions, vendors, etc.
- Paperless storage of all invoices received and expenses paid