Service Offerings at Emerge.

Available Services*

Finance	Tax & Wealth Planning	Risk Management	Real Estate & Large Assets	Family	Strategic Services	Philanthropy
Bookkeeping	Tax Planning / Filing	Insurance Coordination	Real Estate & Large Asset Purchases	Family Governance	Financial Planning	Philanthropic Mission
Bill Pay	Estate Planning	Fraud Protection & Detection	Facilitate Loan Applications	Staffing Needs	Medical Insurance Billing	Foundation Operations
Payroll	Tax Compliance	Financial Controls	Private Jet Coordination	Financial Literacy	Vendor Management	Oversight
Managing Banking Services	Wealth Transfer Planning	Reputation Management	Automobile Negotation	Budgeting	Income / Expense Analysis	Due Diligence
Monthly Reporting	Entity Structure and Design	Security Coordination	Collections	Property Management	Succession Planning	Fundraising Strategy

Bookkeeping

Bill Pay

Payroll

Managing Banking Services

Monthly Reporting

Tax Planning / Filing

Estate Planning

Tax Compliance

Wealth Transfer Planning

Entity Structure and Design

Insurance Coordination

Fraud Protection & Detection

Financial Controls

Reputation Management

Security Coordination

Real Estate & Large Asset Purchases

Facilitate Loan Applications

Private Jet Coordination

Automobile Negotation

Collections

Family Governance

Staffing Needs

Financial Literacy

Budgeting

Property Management

Financial Planning

Medical Insurance Billing

Vendor Management

Income / Expense Analysis

Succession Planning

Philanthropic Mission

Foundation Operations

Oversight

Due Diligence

Fundraising Strategy

*service offerings are customized based upon the unique needs of each client

In-house

With trusted partners

Consulting

Personal and Professional CFO for Business Owners & Entertainment Industry Professionals

Discreet, bespoke stewardship for exceptional wealth and legacy

Outsourced strategic solutions for your business, non-profit, or philanthropic endeavors