Custom Concierge

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. The family owns and manages a multi-acre ranch and townhome rental properties while the retiree continues to pursue business opportunities. 

The family's wealth advisor and staff were initially working to act as the family office. Many needs were out of the scope of what they were able to do and the focus on wealth management needed to be the priority.

Arcus stepped in and is seamlessly working with the family in addition to the wealth, tax, insurance and legal advisors. Arcus conducts bill pay, interacts on family and staff issues, funding needs, financial tracking as well as travel and lifestyle bookings as requested. The family now has the support of a full functioning family office.