Kennedy Private Client Services
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Kennedy Private Client Services Details
Kennedy Private Client Services LLC, an affiliate of Kennedy Legal Firm, works exclusively for high net worth individuals and families with the goal of enhancing and simplifying their lives by providing tailored operational, accounting, logistical and fiduciary services. We strive to be the one relationship that our clients trust in any situation. Our services include:• Accounting / Bookkeeping• Tax • Small Business Operations (hiring, sourcing, etc.)• Corporate Service Provider• Concierge Support • Due Diligence (investment, background check, etc.)• Fiduciary Services• Trustee Services• Logistical Support• Consolidated Reporting (investments, insurance, homes)
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