Our Services
What we Do?
THE UMBRELLA GROUP IS COMMITTED TO SERVING ITS
CLIENTS AND GUARANTEES SATISFACTION. OUR CORE
COMPETENCIES ENCOMPASS THE FOLLOWING:
CFO and COO services (Both Family and Corporate)
- Perform administrative, transaction-oriented duties such as bill paying and record keeping
- P&L and balance sheet oversight
- Tax returns and filings
- Payable and receivables management
- Purchasing policy development and implementation
- Tracking estimated tax payments
- Inventory of intellectual property
- Patent/Trademark/Copyright management
- Facility management oversight
- Risk and Liability Audits
Legal Support
- Contract/ buy-sell reviews
- Lease drafting/reviews
- Purchase agreement drafting/reviews
- Bills of sale
- Probate Issues
- Coordination and oversight of outside counsel
Residential and Commercial Property Management
- Code, zoning, permitting
- Vendor selection and supervision
Executive Assistant Services
Investment Portfolio Review and Consultation
Dark Web Monitoring/Internet/Social Media Cleanup
Ongoing Insurance Coverage Reviews
- Personal, Health, Home, Auto, Liability and Umbrella Policies
ADDITIONAL EXAMPLES OF OUR SERVICES INCLUDE, BUT ARE NOT LIMITED TO:
- Transportation/Vehicle oversight
- Healthcare management
- Disaster prep and recovery
- Estate management
- Fitness and meal planning
- Travel management
- Private security
- Communication liaison
- Event coordination
- Business continuity planning
- Funeral/ Final arrangements