sme_concierge

Concierge… is a word of French origin most often associated with a member of the hotel staff who provides special services. That theme sets the spirit of the SME™ Concierge. We are inspired to do whatever we can to help SME™ Family Officers serve their families in meaningful ways. It’s only limit is our imagination.

You want a service that facilitates meaningful nurture contacts from you to your client families… that keep them thinking about you… and talking about you? We can do that.

You want to help your client families keep track of everything they have… all their investments, bank accounts, retirement accounts, real estate holdings, businesses interests, collectibles… yes everything they have that matters to them accounted for in one secure place… that they can access… from anywhere in the world… 24/7? We can do that.

You have a family that wants someone they can trust to pay their bills and balance their check book? We can do that.

You want someone to help them get their financial files and records at home in order… and keep them in order? We can do that.

You want someone to assist with elder care… or to find that independent or assisted living community that’s just right? We can do that.

You want someone to help them find and acquire that special ranch retreat or lake house? We can do that.

You want to surprise and delight a family with a special gift on a special occasion? We can do that.

You have a family who wants someone to watch their house or pets when they take that special trip? We can do that.

You want someone to plan and make arrangements for a special anniversary to be celebrated in New York… or San Francisco… or Paris… or Dubai? We can do that.

Whatever you may want to do to serve and delight your families… there’s a good chance… we can do that.

 

(SME™ Concierge is exclusively available to SME™ Family Officers.)