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Private Associates attends to essential financial tasks that deflect your energies from your priorities. Private Associates is organized to assist you
in your business office, your home office, from our physical office, or to remain virtually available to you during business and pre-arranged hours, or a
combination of these. All our contracts are individualized and tailored to your individual needs. Below is a comprehensive list of the Services offered:

Coordination with investment & tax professionals

Identifying tax and insurance related transactions, processing with
advisors
Monitoring cash calls and other investment requirements to ensure
timely compliance
Preparing investment instruments and compliance documents
Tracking due dates on financial instruments to ensure maturities are
calendared
Tracking tax deadlines, coordinating tax filings and tax payments

Financial reporting & research

Preparing investments and financial reports
Researching potential investments
Monitoring liquidity

Organizing & calendaring insurance & estate planning

Ensuring that insurance policies are current and processing claims
Identifying insurable purchases and coordinating yearly insurance review
Organizing estate planning process and maintaining records

Bill-pay & reconciliation

Processing monthly bills using financial software or personal checks
Tracking income from investments and other sources
Preparing monthly expenditure reports and account reconciliation
reports
Creating and maintaining systematic organization of financial documents
Processing wire transfers
Monitoring established intra-account transfers to maximize balances
earning interest

Personal & business administration services

Maintaining calendars
Coordinating business meetings
Project management
Organizing files and records, streamlining office-related procedures
Establishing and maintaining systems to track information flow
Managing correspondence: outgoing and incoming