Services
Unparalleled Expertise & Service
Each client engagement is unique - just like your clients. Tight Ship 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.
Private Client Bill Pay
With a dedicated Client Manager, each client receives personalized & professional daily money management services ensuring accuracy, security & efficiency to their personal & entity finances.
From bill pay and cash flow to consolidated reporting, banking coordination, and entity administration — the operational backbone of your client's personal finances.
Tight Ship cash flow management systems & client platforms are SOC 2–certified platforms that meet rigorous cybersecurity and testing
standards
Health & Well-Being Navigation
With the support and guidance of our specially trained Certified
Senior Advisors®, healthcare advocates & risk/benefits professionals,
clients can confidentially navigate healthcare decision making, feel
confident that their benefits fit their needs and supported with the
resources and care they need.
Estate & Protections Assistance
The true security of an estate plan or a Power of Attorney lies not in the documents themselves, but in their activation & coordination.
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 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
Tight Ship’s expertise & capabilities support the full arc of wealth- management adjacent issues. Risk/insurance navigation, healthcare advocacy, professional services coordination & most importantly, bill pay and cash flow management.
