Services
Remote Event Planning
Our Remote Event Planning Support service offers strategic guidance and hands-on coordination without needing an onsite presence. Perfect for firms that want a professional, seamless event while managing local execution, this option provides expert support throughout every planning stage. We collaborate closely with your team to manage logistics, streamline vendor communication, and ensure your event reflects your brand and goals. We've covered everything from registration setup to event materials and client communications. This service is ideal for straightforward, high-quality events that need structure, professionalism, and polish, without the overhead of travel or onsite staffing.
- Vendor research and communication
- Registration site setup and attendee management
- Run-of-show creation and planning documents
- Branded event materials coordination (agendas, signage, name badges, etc.)
- Speaker/talent logistics and scheduling
- Client communication support (confirmation, reminders, follow-ups)
- Post-event wrap-up and planning review
Full-Service Event Planning
Our Full-Service Onsite Event Support delivers end-to-end planning and flawless execution for high-impact events. From pre-event logistics to on-the-ground coordination, we act as an extension of your team to ensure every detail is covered. This service is ideal for firms looking to elevate the experience for clients, prospects, or partners through seamless, professional delivery. We handle vendor management, schedule adherence, setup, real-time troubleshooting, and post-event wrap-up so that you can focus entirely on your guests. With an expert onsite, you gain peace of mind, brand consistency, and a polished experience that reflects your firm’s value. Let us bring your event to life with precision and polish.
- Dedicated onsite event planner for full-day coverage
- Vendor coordination (AV, catering, venue, décor, etc.)
- Event run-of-show management
- Setup and breakdown supervision
- OOn-sitecheck-in and registration support
- Real-time problem solving and logistics management
- Coordination of speaker, talent, or VIP experience
- Post-event debrief and feedback summary
Elite Access
Elite Access is designed for clients who value unforgettable experiences and one-of-a-kind opportunities. This exclusive package goes beyond traditional financial events, offering high-touch, custom-curated experiences that reflect your brand’s prestige and deepen client loyalty. Whether entertaining top-tier clients or celebrating milestones, Elite Access delivers luxury, access, and excellence at every touchpoint. We handle all planning and execution so that you can focus on the relationships — we make the moments memorable.
- Private suite at major sporting events (NFL, PGA, NBA, etc.)
- Backstage passes or meet-and-greets at concerts or theater events
- Wine country weekend with sommelier-led tastings
- Private chef dinner in a unique location (rooftop, vineyard, gallery)
- VIP experiences at fashion shows or auto shows
- High-end golf getaway with tee times at exclusive clubs
- Yacht charter experiences with onboard catering and entertainment
- Masterclass or fireside chat with a celebrity speaker or economist
- Behind-the-scenes access at art museums or cultural institutions
- Private air travel coordination for destination events