A dedicated, Elite-tier Executive Assistant who handles meeting prep, calendar, and follow-up with the discretion the role demands.
Meeting prep, scheduling, and follow-up all compete with client-facing work — and in most practices, it still all runs through the advisor.
Executive Assistant is our Elite-tier-only flagship — reserved for exactly this kind of high-trust, client-sensitive work.
One dedicated EA who learns your workflow, backed by our US-based management team if anything needs troubleshooting.
You don't have to replace everyone to save real money — just the right seats.
4 seats × ~$4,000/month fully-loaded = $16,000/month
2 × $4,000 + 2 × $2,000 = $12,000/month
Agendas, portfolio summaries, and briefing docs ready before every meeting.
Full triage and scheduling so your day isn't run by your inbox.
Making sure what got discussed actually gets done.
Scheduling and routine communication handled with discretion.
Client files kept current and easy to find.
Conference and travel planning handled end to end.
This is a high-trust, client-sensitive seat, so it's reserved for our Elite tier — Ireland, South Africa, or United States — depending on budget and timezone needs.
Get on a call and tell us your needs — we'll find the right fit, or help bring your idea to life, no matter what it is.
Book a call and we'll show you what real delegation looks like.