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Unparalleled Expertise & Service
Each client engagement is unique - just like your client’s needs. Tight Ship Advisors services are specially curated to create efficiency, security and clarity to matters of home, health & lifestyle. No one sized fits all solution or faceless app.
Personal CFO™ & Bill Pay Services
With a dedicated advisor & bookkeeper, each client receives personalized & professional daily money management services ensuring accuracy, security & efficiency to their personal & entity finances.
Tight Ship Advisors cash flow management systems & client platforms are SOC 2–certified platforms that meet rigorous cybersecurity and testing
standards
Health & Well-Being Navigation
Tight Ship’s health & benefits acumen is unmatched in the concierge services industry. With the support and guidance of our specially trained Certified Senior Advisors®, clients can confidentially navigate healthcare decision making, be assured that all their available benefits are appropriate to their needs & readily accessible and all claims are appropriately adjudicated.
Estate & Protections Assistance
The true security of an estate plan lies not in the documents themselves, but in their activation.
We ensure every client's estate plan is filed & activated for the moment it is needed, providing client & their teams with a verified roadmap so everyone can act decisively and correctly during a client's most vulnerable time.
Home & Lifestyle Services
Tight Ship Advisors aims to support their clients in all facets of home, health & lifestyle. As a true concierge provider, we are at the ready to support our clients with
household management, staff and vendor oversight, travel coordination, event planning, household moves domestically & abroad plus so much more.
We deliver deeply experienced concierge support across this full spectrum of needs—ensuring every aspect of
a client’s life runs smoothly and seamlessly.
Client Directed Services That Reflect Well on You
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Tight Ship Advisors supplies hourly services billed directly to the client.
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Monthly costs vary based on the type of service, overall complexity, and seasonality.
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Services are available in-person &/or virtually depending on the services required.
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Each client is paired with a dedicated Advisor that will craft a custom Service Agreement to reflect their needs, the manner in which services are to be performed and criteria for any deliverables or regular reporting.
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Every client agreement includes NDA, HIPAA compliance provisions as applicable & clear data/information & report sharing permissions.
Let's Work
Together
312-566-7812
Serving clients in-person & virtually globally
Winnetka IL / Atlanta GA / Aspen CO / Minocqua WI
