Family Lifestyle Concierge
Selective services for hyper-rich families
image Considered the must-have for any Family Office, the Concierge is designed to take the stress out of the lives of family members by providing such mundane services as making travel arrangements, paying household staff, buying art or collectible items, managing homes, yachts or planes. Additionally, the Concierge increases the lifestyle quality of any family by providing general day-to-day administrative services such as document management and recordkeeping services, expense management, bill paying, bookkeeping services, family member financial education, family support services, and family governance.
At WilliamsFidulex, we provide a range of lifestyle concierge services including the following:

Family Governance Services

  • Arranging family Council/meetings
  • Determining Family values, vision and mission
  • Distributing/employing family talent as appropriate
  • Succession planning

Charity & Philanthropy Services

  • Setting up Bahamas private Charitable trusts and Foundations
  • Legacy identification and development
  • Philanthropy focus tied to legacy

International Relocation Services

  • Support with change of domicile
  • Support with obtaining international residence permits
  • Assistance in locating and applying to foreign schools

Real Estate Services

  • Locating bespoke property
  • Support for property acquisition and sale
  • Administrative property acquisition support
  • Creating and maintaining a property portfolio

Administrative Services

  • Document & record management
  • Collection and filing of administrative documents
  • Bookkeeping & accounting
  • Payment of invoices
  • Provision of boutique virtual office space with receptionist and mail services
  • Provision of brick and mortar office space in a low tax jurisdiction

Legal Services

  • Support with general legal issues
  • Documents review and consultation/formal opinion letter
  • Setting up of family structures: companies, trusts, foundations, executive entities, Private Trust Companies
  • Corporate Registered Office and Registered Agent services
  • Legal compliance
  • Notary Services

Family / General Support

  • Travel arrangements – personal and business: flights, hotels, cars/limosine service, visas
  • Secretarial services
  • Concierge services
  • Personal styling/Personal Shopping
  • Financial support for education: payment of tuitions, accomodations, allowances
  • Purchasing, insuring and delivery of assets
  • Gift selections/purchases and delivery