Investment

EY Client Solutions LLC provides high-level administrative partnership without the annual commitment of a full-time hire + benefits. Through structured retainers, clients gain strategic, right-hand support when they need it.

Ongoing Administrative Assistance

Project-Based Partnership

Retainers Offered

Three levels of administrative support are offered in addition to family management.

A limited capacity of smaller retainers and project-based partnerships are available for those who need occasional monthly support. Retainers start at $750/month for remote-first administrative support.

Rather than tracking hours, a retainer model ensures consistent deliverables are completed while providing priority access and added support during busier times of the month.


1. Professional/ Personal Support

Foundational right-hand support for small businesses and individuals who need reliable, high-level assistance across core responsibilities. This tier provides consistent oversight of scheduling, communication, and administrative priorities to create operational steadiness and protect your time.

Ongoing support may include:

  • Calendar management and scheduling optimization
  • Inbox oversight and priority filtering
  • Meeting coordination and preparation support
  • Travel booking and itinerary management
  • Vendor communication and follow-up
  • Expense tracking and organization
  • Personal administrative coordination

2. Operational Support

Expanded operational assistance supporting growing demands through project oversight, workflow refinement, and deeper operational involvement to ensure momentum and long-term success.

Ongoing support may include:

  • All tasks in Professional Support
  • Project and deadline management
  • CRM and pipeline maintenance (Salesforce proficient)
  • Client and partner coordination
  • Systems organization and workflow refinement
  • Reporting and KPI tracking
  • Cross-functional communication oversight
  • Operational process improvements

3. Senior Executive Partner

Embedded, high-touch executive partnership designed for leaders navigating complexity at scale. This tier provides priority daily access and comprehensive oversight across business and personal infrastructure — serving as a trusted extension of your leadership.

Ongoing support may include:

  • Full executive calendar and priority management
  • Strategic meeting preparation and summaries
  • Project and deadline management
  • Decision-support research and analysis
  • Operational problem-solving and execution
  • High-level client and vendor liaison
  • Comprehensive travel coordination
  • Personal infrastructure management
  • Long-term systems development

4. Family Executive Assistant

Ongoing support may include:

  • Comprehensive family calendar management
  • School, childcare, and activity coordination
  • Medical and wellness appointment oversight
  • Travel planning for family trips
  • Household vendor management (cleaning, maintenance, renovations)
  • Bill tracking and document organization
  • Gift sourcing and event coordination
  • Personal inbox oversight
  • Priority access and select in-person support

Clients have partnered with me to:

Founder

– Develop and analyze strategic revenue pipelines, assessing nearly 200 corporate sponsorship prospects and over 300 vendor relationships to support growth initiatives.

Consultant

– Direct end-to-end coordination of multi-day, multi-destination engagements spanning 40+ domestic and international locations.

Corporate Office

– Manage relationships with various stakeholders and translate complex research into an accessible pitch deck for timely decision making.

Attorney

– Oversee weekly administration, direct cross-country logistics, manage personal and professional bookings, and handle sensitive financial materials.

Nonprofit Organization

– Locate and compile data for grant reporting, ensuring that spending is represented accurately and future funding opportunities are in good standing.

Tech CEO

– Create long-term administrative systems to ensure operational success and safeguard C-Suite time.

My work is built on partnership. Each engagement is thoughtfully structured to safeguard time, manage complexity, and create operational clarity. Investment reflects the depth of trust, discretion, and strategic care required to operate at this level. If you would like to explore a potential partnership, please submit an inquiry and I will be in touch.