Charter Trust offers an array of concierge services to our family office clients. Please inquire on the various services available and costs associated. For our Charter Trust family office clients we like to go the extra mile and help you in any way that we can.
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Gift and shopping services
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Personal security
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Moving services
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Key date reminder services
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Messenger and courier service
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Realtor services
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Banking services
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Relocation assistance
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Estate planning
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Stock quotes
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Private club arrangements
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Client visit coordination
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Family trip coordination
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Hotel and resort arrangements
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Spa, golf, ski and tennis vacations
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Translator
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Coordination of appraisal of collectibles or other assets
