Maintain personal banking including payables, payroll, month-end reconciliation for multiple cash accounts, journalize entries for tax and audit purposes. Execute domestic and foreign currency wires, make monthly and quarterly tax payments. Interface with accountants, financial advisors and attorneys.
Act as Principals’ representative in the purchase and sale of residences. Facilitate all due diligence for real estate acquisitions, prepare Board review packages if required. Liaise with agents, inspectors, engineers, architects, interior designers and contractors. Arrange and oversee moves including fine art, sale and disposal of furnishings, renovation and redecorating.
Oversee a fleet of automobiles including purchase, sale, title transfers and registration, insurance, garaging, interstate transportation. Liaise with driver for maintenance and repairs. Maintain records of purchase and maintenance of yacht, manage off-season storage and stocking of food and supplies in-season. Liaise with marina and captain.
Oversee personal financial matters of family members, including monthly disbursements, tuition payments, bill paying, credit cards, transportation, medical appointments and insurance claims. Manage the accounting aspects of a family trust or 501(c)(3) Family Foundation including record keeping for scheduled giving, ad hoc giving, correspondence, files for tax and audit purposes. Monitor and maintain the accuracy of contacts (i.e., Outlook) able to perform mail merges for holiday cards, party invitations, etc.
Seasoned former NYC Personal Assistant / House Manager expert in managing all facets of the administration, accounting, legal and operational activities of a senior Executive/CEO/Chairman. Adept at anticipating, organizing and effectively executing diverse tasks on a confidential basis covering a full spectrum of business and personal, from arranging functions with Heads of State to managing family residences.