Life is busy and complicated.  CLC Consulting, LLC can assume day-to-day administrative burdens to enable your clients to enjoy their resources and steward the work most important to carrying on their legacies.

Our highly-customized service can include:

• Advisor coordination
• Budget creation and management
• Bill paying
• Tax coordination
• Centralized recording, retention and indexing of documents
• Research
• Educating the next generation