For a busy middle-aged CEO of a California based AI firm, Arcus was asked to work closely with the CFO and personal assistant to take over all bill pay for two homes, vehicles, needs of college age children who are studying internationally and ad hoc lifestyle needs that could no longer be handled by the firm.
An affluent, retired executive and his wife were looking to alleviate the time it was taking to manage several homes, cars, a boat and a private jet. They were introduced to Arcus though their lawyer.
An east coast consulting firm with a busy widowed CEO and two young children contacted Arcus to work closely with his investment manager, accountant, and lawyer to manage his personal finances and lifestyle needs.
A local real estate investor, manager and multi-unit builder connected with us to implement and oversee a financial and property management system.
The family of an affluent former banking executive noticed a decline in his ability to handle personal affairs and was introduced to Arcus through their accountant. Arcus stepped in to work closely with the client to ensure that bills, household repair needs, mail and insurance issues and disputes using a Limited Power of Attorney were handled.
A local well-known artist needing help to manage bill pay, mail and ad hoc lifestyle tasks was introduced to Arcus by her accountant. Our client was working with her investment advisor who could no longer manage the personal bill pay and ad-hoc lifestyle tasks that their client began to need.
West coast retired executive, his wife and two grown children were introduced to Arcus by their wealth advisor to step in to alleviate their day-to-day increasing bill pay, administrative tasks and lifestyle needs.