Personal Assistant

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