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.
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.
Once we have a better understanding of your needs, we’ll establish an agreed upon fee.
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.
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.
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.
We require a 30-day written notice in order to ensure a smooth transition and allow for a timely transfer of your records.
You can call us at 800-725-0343 or email us.