Tight Ship: Creating a family office experience for all
Typically, family office services are reserved for high net worth individuals which leaves millions of people to self manage the chore of daily money management, insurance decision making and household oversight - all activities that can have a significant impact on their monthly cash flow let alone their financial longevity.
When a client needs guidance on an insurance product, advice on a home vendor issue or help during a life or health event they are most likely to seek advice from their existing financial or legal professionals. A partnership with Tight Ship means always saying, "Yes, we can help with that."
Tight Ship Advisors are an extension of your services that further reinforce the protections and goals of the individual client. Further, the addition of a Tight Ship Advisor can increase generational access, optimize vital information flow and be a key service differentiator.