I believe that a personal assistant’s main goal is to make your life easier. I am discreet, highly organized, professional, proactive, dependable and have a positive, can-do attitude. I provide exceptional personal service and always strive to anticipate your needs and bring ease and order to your life. I am equally comfortable interacting with landscapers and chefs as I am with top corporate executives and foundation directors and can be your single point of contact in everything from home construction projects to charitable interests. I can handle the things you need to do so you have time for the things you want to do. If you are looking for a full-service personal assistant or just some occasional help around the edges, you’ve come to the right place.
Services include (but not limited to):
- Household and personal business management, banking, bill pay and account reconciliations
- Liaison with investment professionals and estate planners
- Create quarterly and year-end reports for tax preparation
- Household staffing coordination and payroll
- Oversight of residences, vendors and contractors
- Make travel arrangements, including private aviation
- Assist with planning and preparing for trips
- Handle household mail and routine correspondence
- Internet research/due diligence
- Archive and organize fine art and antique collections, liaising with appraisers and insurance companies to ensure the current value and coverage
- Act as point of contact for galleries, auction houses, appraisers and artwork movers to coordinate purchases, sales, installations
- Arrange for care and conservation of fine arts, antiques and luxury furnishings
- Maintain inventory of home furnishings and personal property
- Smart home technology support and digital life management (router installation, connect smart TV to wifi, update computer software and operating systems, set up cell phones/tablets with personal information and preferences, program vehicle bluetooth and entertainment system, etc.)
- Coordinate real estate sales/purchases and manage and assist with moves
- Vacation home watch
- Track and pay college expenses
- Coordinate college relocations and travel arrangements
- Handle auto maintenance (including inspections/license renewal)
- Research and respond to charitable requests
- Obtain appraisals and documentation for charitable donations
- Provide administrative support relating to philanthropic interests
- Plan social events /dinner parties, etc. and coordinate vendors
- Run errands/personal shopping
- Make reservations/tee times
- Order tickets to shows/events
- Synchronize personal, social and business calendars
- In-home notary service
- Supplemental office and special project administration
Need help with something not listed above? Let’s chat!
2014 Tonya Whetsel LLC