Personal Financial and Administrative Concierge

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. Arcus now manages all aspects of the CEO’s personal affairs and oversees connections between his advisors, needs of his children as well as money movement when needed. This client can now focus on his business and family by glancing at our comprehensive monthly reporting that allows him to know exactly what transactions took place and reminders when needed.

Arcus now manages all aspects of the CEO’s personal affairs and oversees connections between his advisors, needs of his children as well as money movement when needed.