Although we at Riverplace Capital have long provided many of the extended services that would fit under the heading of Family Office Services, last year we formalized the effort. Mark Ross has extensive experience in this area and was named President of the Family Office Services Division of Riverplace Capital.

The services offered are comprehensive. Some of these are provided in-house, and others utilize partners that we have worked with for years. We have great confidence in their work. You can, too. Riverplace takes pride in all the services it offers and works hard to maintain and deliver the utmost quality.

Services:

Review investments and estate planning documents with advisors
Maintain regular contact with advisors apprising them of new conditions or changes in clients’ needs
Monitor mail and pay bills on time
Organize important financial, estate, and tax papers
Review bank, credit card, and brokerage statements
In-home visits to evaluate the clients’ current situation
Organize all tax documents and deliver to CPA at year-end
Offer fiduciary services including medical power of attorney, general power of attorney, and trustee services
Assist with hurricane planning and prepare for evacuation as needed
Coordinate home maintenance and repairs
If desired, present options for in-home caregiver services, assisted living facility or nursing home, coordinating, and providing oversight of clients decision
Develop a survivor package detailing information your successors’ needs
Make recommendations and provide for needed services
Track and resolve insurance and medical claims

Should you want to plan for or need any of these services, talk with us!

Reminder: Our Client Portal through Black Diamond is now active. Here you can access quarterly reports and invoices. If you have not signed up, please call us to request an invitation. Invitations expire within 7 days. To access or bookmark the Client Portal once you have signed up, use the following link: https://bd3.bdreporting.com/ .

The Lonely Bull

Peter Bower, Chairman