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A Partner For Wealth & Estate Teams:
Closing The Gap In Client Services 

Tight Ship Advisors will enhance your firm's value proposition while protecting both client interests and your practice.

Client Experience Enhancement

  • Concierge-level financial coordination

  • Seamless integration with family offices

  • White-glove bill pay and vendor management for complex households

  • Support for multiple residences, vendors and staff

Multi-Generational Wealth Protection

  • Sophisticated oversight of intricate financial structures

  • Early detection & a preventative approach for changes in health or lifestyle

  • Professional documentation & coordination for trust and estate execution

  • Continuity in generational access & communication

Strategic Partnership Value

  • Enhances firm's service offering without overhead

  • Provides specialized expertise beyond traditional wealth management

  • Creates additional touchpoint with key clients

  • Strengthens advisor position as trusted resource

Risk Management For Complex Estates

  • Daily oversight of substantial household operations

  • Coordination with tax advisors and estate attorneys

  • Professional review of high-value transactions

  • Fraud prevention through enhanced monitoring

Family Office Supports

  • Complements existing family office structures

  • Provides specialized expertise in daily operations of personal finance

  • Reduces administrative burden on key staff

  • Ensures continuity of management across asset classes

Healthcare & Insurance Portfolio Optimization

  • High-end insurance coordination to reduce out of pocket costs

  • Complex medical claims resolution

  • Medicare and long-term care planning

  • Coordination of care

Image by Cathryn Lavery

Enhancing Your Client Service Experience 

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.  As a trusted partner to individual RIAs, Merrill Lynch, Wm Blair and the likes, a partnership with Tight Ship means always saying, "Yes, we can help with that."

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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.

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How can we add value to your client relationships?  

  • Advise on daily money management/household budgeting

  • Be the "boots on the ground" to assist with life events or changing needs

  • Advise on matter of healthcare spending and decision making

  • Coordinate efforts between wealth, tax & estate to promote efficiency & security

  • Manage day to day activities for home, health & lifestyle 

  • Oversee and manage detailed tasks around moves, lifestyle changes, ancillary service providers, account management & shut down services

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