Our clients are busy professionals, individuals, families, frequent travelers, older adults and homeowners who reside in the U.S. and abroad. We also help individuals who are experiencing life changes, such as the loss of a loved one or a divorce, get their affairs in order.
Does it matter where I live?
No. We serve clients in the U.S. and abroad.
What do your current/past clients say is your most valuable service?
Without question, the most valuable service we offer is Peace of Mind.
How long do your client engagements typically last?
We are proud to boast long relationships, some that span three generations.
One of my biggest worries with planning my estate is keeping our family legacy intact. Do you have an understanding and track record in this specific area?
We are proud to boast long relationships, some that span 3 generations. These valued clients have relied on us to guide them in maintaining their family legacy.
How do clients find you?
Many of our clients come to us through referrals or from our website.
How often would I need your services?
It depends on the types of services you would like us to handle. Some clients need our services for just a few hours per month, while many others rely on us to provide assistance with all of their personal and financial needs on a regular basis.
How much does it cost?
Once we have a better understanding of your needs, we’ll establish an agreed upon fee.
Can I continue using my own financial advisors?
Paäge et Cie does not provide legal, investment, financial planning or tax advice. However, we do work in tandem with our clients’ financial advisors, including attorneys, accountants, financial planners and other advisors.
Will my financial information remain confidential?
Yes. Your privacy is of the utmost concern to us. Your financial information will only be available to a select few Paäge et Cie staff members and will never be released to outside parties without your consent.
Yes, we will not directly or indirectly divulge, disclose or communicate to any person a matter affecting or relating to you without your consent unless that information is needed by a 3rd party in order for us to provide services to you. Even then, we stress the confidential nature of the information being shared and maintain policies and procedures that protect your privacy.
If I use your bill paying service, how will I know what has been paid?
We provide a monthly statement showing all bills paid and all amounts received so you can monitor and track your income and expenses. We also forward any important notices or terms and conditions that arrive with the bills, statements or credit cards.
What is your termination policy?
We require a 30-day written notice in order to ensure a smooth transition and allow for a timely transfer of your records.