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Relocation Management "Do your parents need to relocate due to health challenges? Who will facilitate their move to a new home or retirement community?" More
Retirement Management lifestylemanagement109d"Do you have less time for your parents because you are juggling your own life? We provide customized comprehensive solutions from the constant pressure of daily challenges?” More
Business Consulting businessfinancemanagement80 "We provide financial solutions to planned or unplanned challenges.” More
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Bespoke financial management services for family Trustee's include:
locating and preserving assets to avoid financial abuse. Our tailor-made planning provides guidance when financial decisions become challenging due to declining health, or diagnosis of Dementia or Alzheimer's.
Oversight and management for time constrained executives when they are named as Successor Trustee of their parent's Living Trust. We assist in reducing the stress for busy executives who are juggling both their own work schedule, as well as the daily life of an ailing family member.
Bespoke financial management services for family Trustee's include:  locating and preserving assets to avoid financial abuse. Our tailor-made planning provides guidance when financial decisions become challenging due to declining health, or diagnosis of Dementia or Alzheimer's.  Oversight and management for time constrained executives when they are named as Successor Trustee of their parent's Living Trust. We assist in reducing the stress for busy executives who are juggling both their own work schedule, as well as the daily life of an ailing family member.

Financial Wisdom

When sorrow clouds your life contact Wise Management & Financial Services. We work with clients, their Trustees and closest advisors, by providing solutions to life's challenges. We provide a concierge service for the financial details in your life. We assist you in streamlining your Life Style and strategize possible options to efficiently budget, build and maintain reserves for your future to pass on a legacy to your loved ones. Our concierge services specialize in family legacy and wealth preservation.
The fabric of every life, no matter how small and insignificant or grand and noble has a legacy to pass on. The Secret Tree of Wisdom is the symbol of Wise Management and Financial Services. This Wisdom that travels down the family tree, from generation to generation, burns within all of us. The way we manage our life is testament to the strength of the human spirit to prevail against adversity, to survive and to potentially thrive. We all have hope that we can work patiently toward achieving some of our dreams through careful Life Style Management.
When sorrow clouds your life contact Wise Management & Financial Services. We work with clients, their Trustees and closest advisors, by providing solutions to life's challenges. We provide a concierge service for the financial details in your life. We assist you in streamlining your Life Style and strategize possible options to efficiently budget, build and maintain reserves for your future to pass on a legacy to your loved ones. Our concierge services specialize in family legacy and wealth preservation.

The fabric of every life, no matter how small and insignificant or grand and noble has a legacy to pass on. The Secret Tree of Wisdom is the symbol of Wise Management and Financial Services. This Wisdom that travels down the family tree, from generation to generation, burns within all of us. The way we manage our life is testament to the strength of the human spirit to prevail against adversity, to survive and to potentially thrive. We all have hope that we can work patiently toward achieving some of our dreams through careful Life Style Management.

Mission Statement

"A customer is the most important visitor on our premises. He is not dependent on us. We are dependent on him. He is not an interruption of our work, he is a part of it! He is not an outsider to our business, he is a part of it! We are not doing him a favor by serving him. He is doing us a favor by giving us an opportunity to do so" - Mahatma Ghandi

 

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