Our Services

We provide personal, cost-effective, secure family office solutions for you, your family and/or executor. We will work with you to create a customized solution, whether on an ongoing basis or a one time project, our solutions are based on your unique needs. From day to day life, to stepping in to assist after an unforeseen event, we are your expert partners for personal concierge support.

Ongoing Personal Concierge Services

Detailed and customizable reporting
Work with your lawyers as requested to coordinate necessary information
Consolidation, organization, and payment of ongoing invoices to digital payments
Event planning
Collection of passwords to be saved in a Data Management System for your reference and privacy
Management of services such as landscaping, housekeeping, long-term storage etc.
Ongoing management of philanthropic endeavors
Travel coronation

Estate and Trust Administrative Support

Provide continuity of administrative support during times of grantor's incapacity or disability
Assist in the process of selling and maintaining assets (such as homes and vehicles)
Act as a liaison with your insurance agents, lawyers, and philanthropic donations
Organizing, recording, and payment of services and expenses for the convenience of Executors, Designated Family Members, Beneficiaries, or next of kin
Funeral arrangement

Technical Support & Data Security/ Management

Passwords: Lorien provides support in securing and containing household credentials by utilizing a third-party web-based application “LastPass”
New computer setup and assistance: Helping you find the device that meets your needs and price. Assisting with setup and old computer data/file transfer
Metadata Securitization: Our technology experts assist clients in securing their digital data (photos, documents, files, etc) from a primary source (mobile device) to a secondary source (iCloud, Google Drive, OneDrive, etc.) to protect the information in the event of any accidents, malicious action, or disaster
Home Security: Lorien will install security features such as home surveillance
Smart Home: Lorien professionals will recommend devices such as Amazon’s Echo and printer setup to help elevate the client’s home accessibility.
Bill Payments: Our financial professionals will review invoices and billings via a secured web-based process to receive and virtually pay all required third parties
Customizable and ongoing financial reporting