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Personalized Service Built Around Client Well-Being
Concierge services for individuals, family offices and wealth management teams.
Tight Ship's expertise extends to all facets of well-being. As Certified Senior Advisors® & Members of The Association of Daily Money Managers, our services and guidance flex with client needs to address:
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Health & Benefits Navigation
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Household Management & Organization
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Coordination of Financial/Legal Services
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Tax Prep/Tracking
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Charitable Giving
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Special projects -
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Insurance/Medicare Evaluations
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Shutdown Services
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Housing/Care/Lifestyle Modeling
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Move Management
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Rewards/Travel Optimization & Management
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Let's Work
Together
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