Managing wealth is one thing. Managing life around it is another.  

Our lifestyle management services simplify the complexities of balancing your business obligations and personal interests. Our team takes care of managing your personal affairs—from travel and luxury accommodations to property oversight and staffing support. Your dedicated Bolder contacts provide discreet, proactive management tailored to your unique requirements:  

• Concierge services, to manage our clients’ daily tasks and personal requests; 

• Travel planning, to arrange our clients’ personal and business trips based on their individual preferences; 

• Security planning, to offer peace of mind through our comprehensive asset protection solutions; 

• Student solutions, to assist our clients in selecting the best and premier educational institutions for their children; and 

• Event planning, to expertly design and execute our clients’ private and corporate events. 

 
Our lifestyle management solutions seamlessly integrate with your private investment vehicles, trusts and family office structures.  Whether managing luxury assets, planning a vacation or choosing your children’s schools, our experts are available to streamline the administrative and operational requirements, so you can spend more time on your personal interests while still achieving your financial goals.  

Contact us today to explore how our platform and services can benefit you.