Family Office Concierge Services

LifeSteps Concierge Services delivers family office-style support within a registered investment advisory firm. Inspired by the high-touch care of traditional family offices, we provide coordinated oversight, proactive planning, and disciplined execution—so you can focus on your business, your family, and the life you’re building.

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What Are Family Office Concierge Services?

Family Office Concierge Services are LifeSteps’ high-touch service offering for clients who want comprehensive financial coordination, proactive oversight, and a simplified experience—delivered within our role as a registered investment adviser.

Through coordinated investment management, tax planning support, estate and legacy coordination, cash-flow oversight, and philanthropic planning, we help streamline the complexities of your financial life through one trusted advisory team.

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What LifeSteps Concierge Services Include

Financial Coordination & Integration

We review and manage your accounts, investments, insurance, annuities, and more—so you have one clear, trusted point of contact who manages your team. No more juggling multiple advisors.

Tax Support & Liaison

We help organize financial information and coordinate directly with your CPA and other professionals to support a more complete, accurate planning process.

Bill Payment & Cash Flow Management

Timely, accurate payment of bills and management of cash flow, so you never have to worry about missing a payment or chasing down statements.

Estate & Trust Coordination

We partner closely with your estate planning attorney to support trusts, inheritance planning, and multi-generational wealth transfer, in an effort to make the experience seamless and easy.

Philanthropy & Giving Strategies

Personalized support managing charitable giving, vetting organizations, and optimizing tax-advantaged donations.

Lifestyle & Concierge Services

From managing household staff and property needs to coordinating travel and personal affairs, we’re here to simplify your life.

Who Family Office Concierge Services Are Designed For

  • High-net-worth individuals and families with complex financial needs
  • Business owners balancing company growth and personal financial planning
  • Clients seeking proactive coordination and ongoing oversight
  • Those who want a single advisory team helping manage their full financial picture

Our Concierge Process

Graphic of the LifeSteps Concierge Process

Why LifeSteps Is Different

  • Personal CFO-Style Oversight — We go beyond advice by helping coordinate decisions, planning, and execution.

  • Heavy Lifting Mindset — Our team takes on the work, saving you time and stress. 
  • Fiduciary First — Our advice is based on what’s best for you—not what’s most profitable for us.  
  • Accessible & Proactive — We prioritize responsiveness and proactive planning to help address issues early.

Take The Next LifeStep

Ready to move forward with a partner who puts your interests first?
Let’s start by understanding your goals and crafting a plan tailored just for you. 

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