PRIVATE CONCIERGE SPECIALISATIONS: PROFESSIONALS  •  SENIORS  •  FAMILIES

PRIVATE BILL MANAGEMENT

The Ultimate Luxury
Of Time

Liberate your focus from administrative noise. Our fiduciary bill concierge discreetly orchestrates multi-entity payments, family office disbursements, and estate cashflow with absolute precision and confidentiality.

Strict Non-Disclosure Protocols · Fiduciary Bonded · By Private Invitation

TIME DEPLETION & HOUSEHOLD COMPLEXITY

The Hidden Tax On
Achievement

Success inadvertently invites a relentless undercurrent of operational friction. Invoices arrive across fragmented portals, municipal compliance notices demand forensic attention, multi-entity tax disclosures mount, and vendors require constant coordination. What should be peaceful prosperity becomes an exhausting, unpaid executive role managing your own private life.

Fine desk setting with premium leather folders, fountain pen, and financial records bathed in low-key warm editorial shadows

CURATED MANDATES

Bespoke Administrative
Pillars

Tailored operational governance designed to eliminate procedural friction, protect generational holdings, and restore personal tranquility.

MANDATE I

Executive Management

Rigorous fiscal governance and daily operational oversight for principals demanding flawless precision in their private affairs.

  • Bespoke private bill pay and cash flow auditing
  • Discretionary vendor coordination and reconciliation
  • Concierge personal ledger and monthly variance reporting
  • High-value asset registration and contract custody

MANDATE II · SPECIALIZED

Senior Advocacy

Vigilant protective stewardship safeguarding elder family members from exploitation while managing complex healthcare records.

  • Active fraud interception and financial vulnerability scans
  • Medical billing adjudication and insurance claims recovery
  • Caregiver payroll, credentials, and tax compliance
  • Fiduciary documentation and Power of Attorney alignment

MANDATE III

Family Office Support

Integrated estate architecture, domestic staff administration, and multi-residence logistics aligned with legal and tax advisors.

  • Multi-jurisdiction residential property operations and upkeep
  • Advisory council alignment across trust attorneys and CPAs
  • Domestic household staff onboarding, payroll, and NDAs
  • Entity governance archiving and physical-to-digital record vaults

EXCLUSIVE RETAINERS

Private Service Plans

Thoughtfully structured support, tailored to the responsibilities you wish to delegate.

Every client has different needs. Our monthly service plans provide varying levels of administrative support, from essential bill management to comprehensive personal affairs coordination.

TIER 01

ESSENTIAL

$800 / month

Foundational administrative support for individuals seeking greater organization and consistency.

  • Weekly bill review and due-date monitoring
  • Client-authorized bill payment assistance
  • Mail and document organization
  • Basic budget tracking
  • Monthly administrative summary
  • Medical appointment scheduling
  • Medical invoice organization and assistance
  • Coordination with authorized family members or representatives
  • Up to two scheduled home visits per month
  • Phone, text, and email support within established service hours

TIER 02

SIGNATURE

$1,500 / month

More involved administrative coordination for clients and families requiring ongoing, personalized attention.

  • Includes all Essential tier services as baseline protocol
  • Expanded support tailored to active daily responsibilities
  • Accommodates multiple specialized appointments and calendars
  • Facilitates broader family and representative communication
  • Scheduled on-site coordination visits as defined in agreement
  • Detailed tracking of ongoing vendor and household matters
  • Priority communication channel for expedited requests

Note: Specific visit frequency, communication expectations, and additional service allowances are formally established in your individual service agreement.

TIER 03

PRIVATE OFFICE

$5,000 / month

High-touch personal administrative coordination for clients and families with complex or extensive ongoing needs.

  • Comprehensive administrative governance across all personal affairs
  • Individualized coordination across multi-property residences
  • Dedicated personal liaison and immediate executive contact
  • Family office documentation and filing synchronization
  • Tailored concierge workflow customized to distinct family governance
  • Liaison with external counsel, accountants, and private bankers
  • Bespoke visit allowances and customized operating rhythm

Note: Specific scope, service frequency, and availability are determined during consultation and documented in the individual service agreement.

All services are subject to an individualized service agreement. Cornerstone Private provides administrative coordination and assistance; clients retain control of their funds, accounts, and financial decisions. We do not provide investment, legal, or tax advice.

Additional services, special requests, and work outside the agreed scope may require separate fees, disclosed and approved in advance.

A More Personal Approach Begins With a Conversation.

We welcome the opportunity to understand your needs and recommend an appropriate level of support.

OUR PROTOCOL

From Chaos To
Coordination

We operate under strict bilateral non-disclosure agreements and encrypted communication frameworks. Your domestic logistics, private assets, and schedule are managed with institutional-grade discretion from day zero.

  • Bilateral Non-Disclosure Agreement executed prior to onboarding
  • Zero-knowledge encrypted vaults for credentials and sensitive data
  • Single point of fiduciary stewardship with vetted relief coverage
TRUST
01
Audit & Assessment
A comprehensive, unhurried inventory of administrative friction, lifestyle logistics, and operational vulnerabilities conducted under strict bilateral privilege.
Bespoke Blueprint & Risk Matrix
02
Secure Integration
Seamless transfer of calendars, vendor relationships, and household documentation into encrypted vaults without disrupting your personal or professional schedule.
Zero-Downtime System Transition
03
Invisible Stewardship
Continuous, autonomous execution. Complex travel logistics, lifestyle management, and private tasks are solved proactively in complete administrative calm.
Total Executive Calm & Freedom

CONFIDENTIAL CLIENT INTAKE

Reserve Your
Consultation

Delegating complex bill administration and personal accounting mandates demands uncompromising discretion. Every initial conversation is guarded by a binding non-disclosure agreement and managed personally by a senior fiduciary director.

Bank-Grade Encryption

256-bit cryptographic protocols protect all incoming statements, payment authorizations, and account credentials.

Strict Fiduciary Standard

A legally binding non-disclosure protocol guarantees zero third-party disclosure and conflict-free stewardship.

Executive Priority Queue

Direct Principal Briefing

Select your mandate area and confidential consultation window.

Bill Management
Cashflow Audit
Full Retainer
Mandate Initiated. A Senior Managing Director will confirm your scheduled briefing via direct line within 2 hours.