PERSONAL ADMINISTRATIVE SERVICES FOR INDIVIDUALS • FAMILIES • PROFESSIONALS
PERSONAL BILL MANAGEMENT
The Ultimate Luxury
Of Time
Focus on what matters most. We handle your bill payments and personal administration efficiently and with complete discretion.
Reliable Service · Personal Attention · Confidential Support
TIME CHALLENGES & PERSONAL ORGANIZATION
The Hidden Cost of
Busy Schedules
Managing personal affairs often involves repetitive tasks—tracking bills from various sources, handling routine compliance, organizing tax documents, and coordinating with service providers. What should be simple can turn into a time-consuming responsibility that distracts from your priorities.
OUR SERVICES
Personal Administrative
Services
Operational support designed to simplify your processes, protect your assets, and bring peace of mind.
MANDATE I
Organizational Management
Reliable financial oversight and daily support to keep your personal affairs running smoothly.
- Private bill payment and cash flow tracking
- Vendor coordination and expense reconciliation
- Personal ledger and monthly reporting
- Asset registration and contract management
MANDATE II · SPECIALIZED
Trusted Assistance
Careful advocacy to protect elder family members and assist with healthcare records management.
- Fraud detection and financial review
- Medical billing support and claims assistance
- Caregiver payroll and tax compliance
- Power of Attorney documentation support
MANDATE III
Personal Administrative Support
Personal administration, household management, and multi-home logistics coordinated with your trusted professionals.
- Residential property management and upkeep
- Coordination with trusted advisors
- Household staff onboarding, payroll, and agreements
- Document organization and secure record keeping
SIMPLE RETAINERS
Personal Service Plans
Carefully designed support, tailored to the tasks you want to delegate.
Each client has unique needs. Our monthly service plans offer different levels of help with personal administration, from basic bill management to full personal support.
TIER 01
ESSENTIAL
$800 / month
Basic personal administrative support for individuals who want better organization and consistency.
- Weekly bill review and payment reminders
- Assistance with authorized bill payments
- Organizing mail and documents
- Basic budget tracking
- Monthly summary of administrative tasks
- Scheduling medical appointments
- Helping with medical invoice organization
- Coordinating with authorized family members or contacts
- Up to two home visits per month
- Support via phone, text, and email during service hours
TIER 02
SIGNATURE
$1,500 / month
Enhanced personal administrative care for clients and families needing ongoing, customized support.
- All services included in the Essential plan
- Broader support tailored to daily personal tasks
- Managing multiple appointments and calendars
- Facilitating communication with family and contacts
- Scheduled on-site visits as agreed
- Tracking ongoing household and vendor matters
- Priority communication for urgent requests
Note: The frequency of visits, communication, and additional services are set out in your personalized service agreement.
TIER 03
PREMIUM
$5,000 / month
Comprehensive personal administrative support for those with more complex or extensive ongoing needs.
- Full coordination of personal administrative tasks
- Support across multiple residences
- Dedicated personal contact and immediate assistance
- Organized document and filing management
- Customized workflow tailored to your needs
- Coordination with external professionals as authorized
- Flexible visit schedule and operational support
Note: Service scope, frequency, and availability are finalized during consultation and detailed in your agreement.
All services are provided under a personalized agreement. Cornerstone Private offers administrative assistance; clients maintain control over their finances. We do not offer investment, legal, or tax advice.
Additional services or requests outside the agreement may incur extra fees, which will be disclosed and agreed upon beforehand.
Let's Start With a Personal Conversation.
We're here to listen and tailor the right level of personal administrative support to meet your needs.
OUR PROCESS
From Overwhelm To
Simplicity
We prioritize your privacy with clear confidentiality agreements and secure communication. Your household tasks, important information, and schedule are managed with care and discretion from day one.
- Confidentiality agreement in place before starting
- Secure encrypted storage for important information
- Single point of contact for personal administrative matters
CONFIDENTIAL CLIENT INTAKE
Schedule Your
Consultation
We manage your bill payments and personal tasks with discretion and care. Every conversation is private and handled directly by a dedicated professional.
Secure Data Protection
Secure encryption protects your personal details, payment information, and account access.
Trusted Privacy Commitment
All your information is kept strictly confidential. We ensure secure handling and privacy in every interaction.
CORNERSTONE PRIVATE
Dedicated, personalized administrative support and discreet bill management for private individuals, discerning professionals, and family estates.
© 2026 Cornerstone Private. Dedicated to personalized administrative support.