— concierge services —

Concierge Services: Financial

  • Major Purchase Research and Negotiation
    • Automobile
    • Real Estate
    • Air / Watercraft
  • Private Banking Services
    • Liability Review / Competitive Rate Analysis
    • Loan Facilitation
    • Private Lending Solutions
  • Insurance Portfolio Audit
    • Life Insurance / Property Casualty
    • Policy Procurement
  • Real Estate / Property Administration
  • Transaction Facilitation
    • Purchase / Sale Services
      • Closing / Settlement Facilitation
      • Moving / Storage Coordination
  • Project Management / Oversight
    • Budget / Proposal Tracking
    • Vendor / Contractor Coordination
  • Access To Exclusive:
    • Approved Advisor / Vendor Network
    • Clubs / Resorts
    • Private Investment Opportunities*
    • Community of Peers

Concierge Services: Lifestyle

  • Travel Planning
    • Private Aviation / Yacht Charter
    • Hotel / Resort Reservations
    • Airport Services
  • Private Security Coordination
    • Residential
    • Travel
  • Household Employee Services
    • Payroll / Benefits Coordination
    • Hiring & Management Assistance
  • Personal Assistant Services
  • Calendar / Reminder Services
  • Personal Shopping
    • Gift Ideas / Acquisition
    • Return / Exchange Coordination
  • Event Planning
    • Personal
    • Corporate
  • Ticket Sourcing
    • Concerts
    • Theatre
    • Sporting Events
  • IT Support Coordination
  • Membership Rewards Tracking
* Cornerstone Family Office, LLC does not provide investment advisory services of any kind. Periodically we are granted access to exclusive private investment offerings through our existing clients and network of advisors. We are happy to pass these opportunities along to clients that express interest in such deals. However, we strongly suggest that any client review each opportunity with their investment advisor(s) to determine if it is appropriate based on their overall goals and objectives. Cornerstone takes no responsibility for the performance or suitability of such investments.