Overview

Piemonte & Liebhauser is a renowned business management firm that offers clients unsurpassed financial support across a broad spectrum of services. From bill paying and cash reporting to credit card management, budgeting, and advisement, the team at P&L has a proven track record and an unwavering commitment to manage our clients most important financial needs efficiently and expertly. CASH MANAGEMENT • Accounts payable • Accounts receivable • Payroll processing and recording • International banking transactions FINANCIAL REPORTING AND ACCOUNTING • Monthly cash reporting • Detail and/or summary financial statements • Design and oversight of budgets • Reconciliation of bank and brokerage accounts INVESTMENT PORTFOLIO MAINTENANCE AND REVIEW • Recording and reporting of investment transactions • Review of performance and objectives with financial advisors PERSONAL SERVICES • Submit and track medical insurance claims (including pets) • Monitoring of credit accounts • Secure and refinance loans • Annual review of insurance coverage • Administer household staff payroll • Various client specific concierge services upon request COORDINATION OF THE TEAM OF PROFESSIONALS • Investment advisors • Custodial • Legal • Real estate management and development • Insurance • Trustees BUSINESS MANAGEMENT REAL ESTATE SERVICES • Administration of family compounds • Protection of familial interest of real property • Assistance with developmental aspects of real property • Negotiations with joint venture partners, financing institutions and local planning boards • Litigation support • Acquisition and development strategies • Due diligence on acquisition of property • Property management accounting • Budgeting and forecasting INSURANCE PORTFOLIO MAINTENANCE AND REVIEW • Annual review of property • Assessment of disability, long term care and life insurance programs • Assistance with placement of health insurance • Assist with selection of Medicare plans