Legal & Governance
Coordination of legal, ownership and governance matters, together with the relevant attorneys and other qualified professionals.
What we do
The people, paperwork and follow-up around your affairs, coordinated.
Financial Administration Co. coordinates the people, paperwork, communication and ongoing administrative work involved in a client's financial and personal affairs.
We work with existing providers when appropriate and help identify additional independent specialists when needed. The client keeps control of their decisions. Each specialist remains responsible for their own professional work.
Six areas of financial administration
Six areas of financial administration
Tax & Jurisdiction
Coordination of tax professionals and administrative matters involving tax obligations and different jurisdictions.
Investment & Asset Transitions
Coordination of investment specialists and the administration surrounding assets, accounts, ownership changes and transactions.
Risk & Insurance
Coordination of professionals who help clients understand, insure and manage risk, together with related ongoing administration.
Credit & Liquidity
Coordination of lending and financing specialists, borrowing arrangements and related administrative matters.
Spending & Lifestyle
Coordination of everyday financial administration and independent providers involved in spending, households, personal assistance and lifestyle needs.
Common to all six areas
The same principle applies throughout.
Identify the work that needs to be done, involve the appropriate people, keep responsibilities clear, and handle the administration that connects them.
We do not need to perform a specialist's work to coordinate it. We add value where organization, communication, follow-up and continuity make the client's life easier.
How It Works