Personal Financial Administration


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FREEDOM FROM DAY-TO-DAY FINANCIAL MATTERS

Your senior family advisor can serve as your personal financial and administrative manager. Delegating daily financial and administrative tasks to us will free up valuable time and give you peace of mind, knowing your finances are in order.

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WE CAN HELP YOU

  • Manage and plan cash flow Project income tax*
  • Oversee real estate and personal property
  • Plan payments for bills and other common expenditures
  • Provide regular, customized reporting on your financial position
  • Arrange family meetings and support communication among family members
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Experienced, compassionate care

Families who care for aging seniors or loved ones with special needs are often overwhelmed by the difficult decisions facing them. This complexity creates a need for support and guidance that can be met by our experienced staff. Commerce’s client care services are dedicated to providing personalized solutions and guiding families through the maze of options they face.

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WE CAN HELP YOU

  • Assess care needs
  • Explore elder care options
  • Navigate Medicare and other government programs
  • Select and monitor caregivers

FOUNDATION ADVISORY SERVICES

Realizing your charitable vision


Many families find that establishing a private foundation is the best way to cultivate their philanthropic work while potentially enjoying tax savings. A private foundation provides the opportunity for involvement, the flexibility to support multiple organizations, and a structure to guide your charitable vision.

Our foundation advisory services are designed to streamline the responsibilities that come with establishing and managing a private foundation. The services are flexible and personalized; your senior family advisor can manage all aspects of your foundation or step in only when you need specific solutions.


ADVISING FOR YOUR CHARITABLE SUCCESS.

ADVICE YOU CAN TRUST

For more information on the services we provide and our unique approach to managing your financial needs Contact Us >>

Disclosures:

*Consult your tax advisor