A Concierge Touch

Below are several real-life examples of ConservaTrust’s concierge service in action:

• Traveling to Mexico to get a client out of jail
• Spending 17 hours overnight in the ER with a distraught client
• Overseeing management and ultimately selling 5 Skilled Nursing Facilities with approximately 800 beds
• Participating in mediation from 9:00 AM to 4:00 AM for the benefit of clients
• Managing/selling investment properties, including coordination and oversight of 1031 exchanges
• Taking a 90 year-old retired Air Force client for a Discovery Flight, allowing him to take the controls once in flight (with experienced pilot in control at all times)
• Arranging late night travel plans for a client stranded at the airport
• Assisting with apartment leases for young adult beneficiaries
• Reuniting estranged family members and friends
• Analyzing and participating in complex business negotiations
• Arranging speech therapy for a stroke victim whose speech, and ability to swallow and receive nourishment, was affected
• Directing modification of residence to provide accessibility for limited-mobility client
• Rescuing a physically distraught elderly client to provide necessary medical care, enabling her to live comfortably after cancer diagnosis
• Overseeing preparation or amendment of estate tax returns (Form 706)
• Sweeping rainwater off a roof to prevent damage to Trust property
• Facilitating the sale of international real property