A Private Office For the Life You’ve Built.
A trusted right hand for your family, your homes, and your business. Every detail quietly handled, so your days feel lighter and your time is your own.
WHAT WE HANDLE
Your whole life, quietly looked after.
Family first. Birthdays remembered, gifts chosen, and the kids’ schedules and your parents’ care kept well in hand.
Health and well-being. Appointments booked, refills timed, and checkups never missed.
Home and property. The roofer, the vet, and the HVAC tune-up all get scheduled without a single text from you.
Travel. Flights, hotels, and every detail in between, arranged the moment you decide.
Paperwork and deadlines. Renewals, insurance, and important documents, found in a minute instead of an afternoon.
The little luxuries. Your latte or smoothie waiting at the drive-through right after your spin class or morning workout.
And the business. The follow-ups and loose ends that keep you up at night.
WHAT YOU GET BACK
I handle the details so you don’t have to.
You make it to the game, and you’re watching it, not your phone.
The golf clubs, the guitar, the fly rod, whatever you set down years ago. You pick it back up.
HOW IT WORKS
Simple, steady, and personal.
01
We talk. A private conversation about your life and what’s weighing on it.
02
An email arrives. The day before we meet, a short personal note. Nothing to prepare, just a few things that make our first hour feel like our tenth.
03
We gather gently. Over a few weeks, at your pace, I learn how your life runs. Anything you’d rather skip, we skip.
04
I handle it from there, every week.
OUR PROMISE
Built on trust, and kept that way.
It’s yours.
Your accounts, your records. You keep everything.
Between us.
Confidential, always.
Alongside your advisors.
I work with your attorney, banker, and CPA, never in their place.
TWO LEVELS
One office. Two levels of closeness.
The Private Office
Everything above, handled every week.
The Inner Circle
By invitation. Everything in the Private Office, plus me as your private advisor and sounding board for the bigger decisions.
A NOTE FROM TODD
I started this office for people I know and respect.
One of my first clients came to me juggling global time zones, family around the world, and a calendar that ran him. Within a month, flights were booked before he asked, his brother’s birthday gift arrived right on time, and a piece of luggage he’d written off finally found its way home. One evening he texted me: “For the first time in years, I’m not carrying it all in my head.” My job is to give you more evenings like that, and to give your time back to the people and things you love.
