Naples Life Management acts as a one stop consulting and life management outlet for individuals or families in need of life and asset management services.
We provide oversight and management of assets as well as third-party professionals such as attorneys, investment advisors, real estate brokers, accountants, vendors, and household staff.
Naples Life Management Service offers a flat monthly based fee structure for personalized life and asset management services. Our services are customized to fit your unique needs.
Resources - Customized for Your Unique Needs:
LEGAL
Legal counsel selection and coordination to protect all aspects of your life and the complex contracts, agreements and risks associated with each transaction or asset.
VENDORS & STAFFING
Recruiting, screening, hiring and management of third-party professionals such as investment advisors, real estate brokers, accountants, vendors, and household staff.
LIFESTYLE
Resources and consulting to help you enjoy your wealth. Travel, entertainment, sports, leisure activities and more.
ESTATE, PHILANTHROPY & LEGACY
Management and protection of your passions across generations.
INVESTMENT PORTFOLIO
Coordinate and oversee portfolio managers to help optimize cash flow, protect assets, minimize risk and build wealth.
ASSET MANAGEMENT
Management of Real estate, aircraft, automobiles, yachts, collections, art and other assets that usually have complex maintenance and financial obligations.
wealth, liquidity & tax
Proactive planning, management and reporting to keep everything running smoothly. Experience to guide you through every step of your journey.
HEALTHCARE & WELLNESS
Healthcare advocacy, concierge medicine and preferred access
Frequently Asked Questions
All types. We have experience with managing complex investment portfolios and a wide range of assets including multiple homes, yachts, private jets, art collections, and high end cars.
Clients who have acquired a significant wealth.
Yes, our clients typically have multiple homes in multiple, diverse areas of the world.