BANKING, FINANCIAL MANAGEMENT & DUE DILIGENCE

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.)