Concierge

TIME | EXCLUSIVITY | PERKS

Our in–house concierge experts offer personalized services for customized travel planning, lifestyle management and luxury procurement. We’ve cultivated quality resources to assist with out-of-the-box requests and exclusive access to benefits. Every request made by our Fiduciary Family Office™ clients is handled with privacy and a personal touch, allowing you to focus instead on your most valuable resource — time.

Concierge, Lorrie B. Zimecki

CONCIERGE SERVICES INCLUDE:

Travel Planning

  • Customized trip itineraries created with a focus on unique and individual needs
  • Beginning to final stages prepared for flight ticketing, transportation arrangements, accommodations, activities, and daily itineraries
  • Travel needs coordinated from family vacations to business travel, weekend getaways to international excursions
  • Exclusive network accessed for international properties, VIP amenities, and direct relationships with hotel management
  • Premium specialists arranged for private tours, one-of-a-kind experiences, and legacy excursions

Luxury Procurement

  • Premium connections utilized for private/secondary homes and property; private aviation membership, charters and purchases; and vehicle research, negotiation and delivery

Lifestyle Management

  • Research and solutions provided for household and personal staffing
  • Arrangements coordinated for restaurant reservations, auto transport, private transfers, special occasions
  • Event tickets secured for premium experiences such as the Super Bowl, local concerts, sporting events, and theater performances
  • Enrollment obtained for identity theft protection

 

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To start a conversation about your needs, please Contact Us