Mission: To provide family office services to high net worth individuals including coordination of legal, accounting, bill pay, family loans, investment partnerships, property and project management, plane ownership, political contributions, charitable foundations and full concierge and travel services.

Last Updated: 15 March 2011

Employee Links:

Outlook :email, calendar, contacts, task lists, reports

401k  : check performance, makes changes to 401k plan

West Coast Healthcare Employee Links

    Healthcare Doctors :  (Plan is Heritage Plus BCBS under Alaska Plans)

    Healthcare Personal Mgmt : Access  plan details (Plan is Heritage Plus BCBC)

East Coast Healthcare Employee Links

    Healthcare Doctors :  (Plan is United Healthcare Choice Plus)

    Healthcare Personal Mgmt : Access  plan details (Plan is United Healthcare Choice Plus)

Dentists : check doctor availability and coverage (Plan is Delta Dental Premier)

Dental Coverage Personal Mgmt : Access to your plan details (Plan is Delta Dental Premier)

Google Webmaster tools : work on corporate websites

Internet Hosting : buy domain names, manage hosting and email

Client Links:

Outlook :email, calendar, contacts, task lists, reports

Vault : remote storage of important documents. Login and select vSafe)

Plane Service : view applicable service area

Loan Portfolio : family loan services

Internet Banking :  accounts, bill paying, stock trading
   
    Deposit Slip : this is a quick link to the most requested form. 
    Endorsement and mailing instructions are listed at the bottom of the form.

Financial Training :  children allowance account management

Charitable Giving : research non-profits, make donations.


Portfolio Investments:

Northland Hangars, Alaska
    Airframes Alaska, Alaska
    Alaska Custom Cubs, Alaska
    Supercubs.com, Alaska
    equity investor

Arctic Paws, Alaska
equity investor

Ultima Thule Lodge, Alaska
venture debt financing

The Soundings, Alaska
equity investor

Tebenkof Chalets, Alaska
equity investor
    Tebenkof HOA Collaboration Board

Arbor Capital Management, Alaska
venture debt financing

Eze Castle Integration, Boston, New York, Greenwich, London, Chicago, San Francisco
equity investor

The BNY Convergex Group, Boston, New York, Greenwich, London, Chicago, San Francisco
equity investor

Code:Red, Boston, New York
venture debt financing
       
Pivot Inc., Boston, New York
equity investor