SM MGMT is not a financial management, investment, nor CPA firm; however, we do take the burden of day to day banking away from the client, allowing you more time to enjoy the money you’ve worked so hard to earn.
- Manage, and consult with, accountant regarding client taxes and tax planning
- Manage all household bank and credit accounts and handle necessary bill payment
- Manage all business-related bank and credit accounts and handle necessary bill payment
- Establish and manage banking and financial institution relationships
- Oversight of brokerage transactions
- Create and update client due diligence dossiers on all relevant persons within the family’s structure
- Manage all client due diligence requests from banks, financial institutions, lawyers, accountants, etc.
- Managing all of a client’s deadlines (tax returns, company renewals, insurance renewals, annual meetings, etc.)