Virtual Family Management

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

Family Offices

Private Trust Company

Director & Committee Selection