Service 06
Professional Liaison
I speak the language of attorneys, accountants, financial advisors, and real estate professionals — and I can represent your interests with all of them, ensuring alignment, accountability, and no gaps.
The Problem
Your professionals don't talk to each other. You pay the price.
A typical high-net-worth individual or family retains an estate attorney, a CPA, a financial advisor, a real estate broker, an insurance broker, and possibly several others. Each is expert in their domain. None of them is coordinating with the others. None of them is looking at the whole picture. And all of them are sending bills to you — the one person who has to hold it all together.
The gaps between professional relationships are where things go wrong. Tax strategies that conflict with estate plans. Real estate decisions made without the financial advisor's input. Legal advice that doesn't account for the insurance picture. These are not hypothetical problems — they are common ones, and they are expensive.
I serve as the connective tissue between your professional relationships. I speak every one of these languages — as a licensed attorney, licensed broker, and experienced family office manager. I attend meetings, synthesize advice, identify conflicts, hold professionals accountable, and make sure your interests are represented coherently across every relationship.
What This Looks Like
Specific ways I serve as your liaison.
- Attend professional meetings on your behalf — When you cannot or prefer not to attend a meeting with your attorney, CPA, or financial advisor, I attend, take notes, ask questions, and report back in plain language.
- Translate and synthesize expert advice — I distill what your professionals are telling you into clear, actionable summaries — and flag anything that warrants a follow-up question or a second opinion.
- Coordinate among multiple professionals — I ensure that your attorneys, accountants, and advisors are aware of each other's work where relevant, and that no advice is being given in isolation from the full picture.
- Hold professionals accountable to timelines — I track deadlines, follow up on outstanding deliverables, and ensure that the professionals you are paying are doing what they promised, when they promised it.
- Identify gaps and conflicts — I look across your professional relationships for gaps in coverage, conflicting advice, and areas where no one has ownership — and address them before they become problems.
- Recruit and vet new professionals — When you need a specialist — a new estate attorney, a forensic accountant, a particular kind of advisor — I help identify candidates, evaluate their credentials, and assess their fit.
- Review professional fee arrangements — I review engagement letters, fee agreements, and billing statements to ensure that what you are paying is reasonable and that the scope of work is clearly defined.
- Annual professional relationship review — Once a year, I conduct a review of all your professional relationships — assessing performance, alignment, and whether any changes would serve you better.