Offload Your Money Management Tasks
Let us be your personal business manager and give you peace of mind and freedom to focus on what’s most important to you.
What’s a Personal Business Manager?
A Personal Business Manager is a person who performs day-to-day financial transactions and personal business tasks for any individual, family, or busy professional that is unable or does not have the time or desire to perform the tasks themselves.
We care for your personal financial matters, so you don’t have to.
Who We Help
At Curae, we support our clients as they begin their careers, start their families, grow professionally, face change, and live their best life.
We offer customized solutions for:
Care
Custom personal financial management for seniors and their families.
TRANSITION
Personalized financial guidance and administrative support for people experiencing life transitions.
LIFESTYLE
Personalized business management & administration services for active retirees and busy high-net-worth individuals.
Benefits We Provide
Reduced stress and worry and more time to focus on what's most important
Help and support caring for aging parents and maintaining their independence
Financial organization and up-to-date information for enhanced awareness and transparency
Protection against fraud and financial exploitation with a set of independent "eyes" to monitor
Advocacy and coordination with your professional team (tax professional, financial advisor, attorney, etc.)
Financial savings by avoiding late fees, penalties and potential impact on credit ratings
Enhanced information and less work for your tax preparer and financial advisor
