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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:

  • Health & Benefits Navigation 

  • Household Management & Organization

  • Coordination of Financial/Legal Services

  • Tax Prep/Tracking

  • Charitable Giving

  • Special projects -

    • Insurance/Medicare Evaluations​ 

    • Shutdown Services

    • Housing/Care/Lifestyle Modeling

    • Move Management

    • Rewards/Travel Optimization & Management

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Let's Work
Together

312-566-7812

info@tight-ship.com

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