Professional Services
Strategic operational support tailored for RIAs and family offices seeking excellence and scale.
Tier 1:
Client Service Support
Starting at $2,500/mo
High-touch client service support so nothing falls through the cracks:
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Client inbox & request management
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Scheduling & meeting coordination
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Meeting preparation & follow-up
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CRM & client records upkeep
Prefer a printable overview to share internally? Download the full one-page guide below.
Tier 2:
Operations & Transaction Coordination
Starting at $5,000/mo
Everything in Client Service Support, plus hands-on coordination of your firm's transaction and account workflows:
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Wire & transfer request coordination
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Capital call administration
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Real estate transaction coordination
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Custodian follow-up & status updates
Prefer a printable overview to share internally? Download the full one-page guide below.
Tier 3:
Dedicated Operations Associate
Starting at $8,000/mo
Everything in Operations & Transaction Coordination, plus dedicated, full-scope operational ownership across your client base:
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Dedicated task & workflow management
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Cross-client operational oversight
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Vendor & custodian coordination
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Ongoing process improvement
Prefer a printable overview to share internally? Download the full one-page guide below.
New to Working Together? Start With a 30-Day Pilot
Every new engagement begins with a 30-day pilot at a reduced rate — a low-risk way to confirm fit before moving to standard monthly pricing. No long-term commitment required to get started.