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Concierge & Consulting Services

If It Matters to You, It Matters to Us.

We service a limited number of clients to provide responsive and customized account stewardship. In addition to our holistic wealth management services, our team is ready to assist with other lifestyle issues that might impact clients and their families.

Optivest’s Director of Client Services is dedicated to offering clients exclusive, personalized Family Office Services through our luxury partnership alliances. These alliances are capable of managing art collections, coordinating travel and leisure plans, appointing house managers and personal assistants – even wedding planning. Our experienced staff also is available to meet with your estate planner, insurance and tax professionals as part of our Family Office Services.

  • Premier automotive, aircraft, yacht, art and jewelry retailers
  • Private travel planners, including local 5-star resorts
  • Special event planning with experienced catering professionals
  • Negotiation of major purchases

Some of the services listed above are offered at an additional fee.

Reach out to our Director of Client Services, Shannon Kavlich, to learn more or to schedule a complimentary Discovery Meeting where we’ll explore your needs and aspirations for wealth, family and the causes you care about.