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
