CORE SERVICES










DESTINATION & TRAVEL PLANNING


Lifestyle Navigations • Destination Travel
  • Adventure, Expedition and Ultra-Luxury Travel Itineraries
  • Organization of Family Retreats & Meetings
  • Liaison with Fully Vetted Local and International Partners
  • Obtain Quotes and Organize Global Emergency Medicine & Int’l Health Insurance
  • Full Service Travel Concierge Services for Duration of Domestic & International Travel
  • Multilingual and Translation Services





REAL ESTATE & PROPERTY MANAGEMENT


Lifestyle Navigations • Real Estate
  • Property Search
  • Realtor Liaison for Property Acquisition
  • Move-In/Move-Out Support
  • Physical Asset Management, incl. digital images, as well as preparation of descriptive summaries and condition reports of artwork and antiques in a custom database and/or online system
  • Cataloguing of Assets for Desired Insurance, Required Restoration and Storage
  • Selection & Vetting of Remodeling Contractors
  • Support in Obtaining Town Permits & CO’s
  • Household Staff Interviews / Hiring
  • Support with Sale of Real Estate
  • Real Estate Financing/Mortgages




FINANCIAL MANAGEMENT & PHILANTHROPY


Lifestyle Navigations • Financial Management
  • Accounts Payable & Banking
  • Consolidated Monitoring & Reporting on Family’s Assets (incl. bank accounts), Fiscal Annual Performance, Benchmark Comparisons
  • Cash Flow Projections & Budgeting
  • Risk Monitoring & Reporting
  • Manage Relationships across Diverse Assets/Private Bankers & Asset Managers
  • Partner with External Experts to Ensure Critical Tax Planning , Compliance & Administration for Wealth Planning and Preservation
  • Coordinate and Manage Contacts with Independent Trustees and Trust Attorneys
  • Monitoring & Cost Control of External Providers
  • Liaison with CPA Firms re: State/Federal Reporting, Payments, Audits
  • Operational Management of Charitable Giving, incl. Organization of Fundraising Events




ADMINISTRATIVE SERVICES


Lifestyle Navigations • Administrative Services
  • Virtual Assistant
  • Bookkeeping
  • Private Tutor Selections
  • Personal Travel Arrangements
  • Customized Concierge Services
  • Support with General Legal Issues
  • Resource for Family Legal & Important Document Collection/Record Management
  • Family Children’s Private School Selection Process – Research & Support; including but not limited to: Shortlisting, Admissions Applications, Essay Copyediting and Interview Preparation
Our Core

Preserving our clients' most invaluable lifestyle asset – time – we enable them to enjoy the freedom afforded by their exclusive lifestyles.
Address

Lifestyle Navigations

305 Kasson Road
Bethlehem, CT 06751
United States
Contact

Phone
+1 (203) 524 - 9960

Email
hello@lifestylenavigations.com
Hours

Mon-Fri: 09:00 18:30

Sat-Sun: 10:00 16:00

24/7 Custom Hours