Lifestyle Management

In addition to providing our clients with Wealth Governance, Legacy Planning, Philanthropic Planning and Investment Management Services, Intracoastal Family Office LLC also provides Lifestyle Management Services. Lifestyle Management Services is focused on caregiving and special needs. Often, the primary caregiver is a family member who is not only caring for their loved one, but also has to sort out finances, navigate the health care system, choose medical coverage, and deal with the bills and paperwork.

The professionals at Intracoastal Family Office LLC can help a caregiver create an organizational system for dealing with bill paying, insurance forms and other medical documents. We provide impartial advice for clients on details such as living wills, healthcare directives, powers of attorney, and other responsibilities that caregivers face.