Catalyst Wealth Management Private Financial Concierge Services provide customized solutions, tailored to individual client and family needs. Three levels of Private Financial Concierge services are available on a retained basis providing clients customized personal financial concierge services.
LEVEL I
Personal Financial Services
- Bill Pay and Record Keeping
- Coordination of Healthcare Services
- Coordination of Insurance
- Ongoing Credit and Identity Monitoring
LEVEL II
Ongoing Household Services
- Household and Estate Services
- Philanthropic Planning
LEVEL III
Occasional Services
- Home Office Systems Organization
- Inventory, Appraisal and Protection of Collectibles
- Relocation Services
- Travel Coordination and Oversight