The Value of a Personal Assistant for UHNW families

In this episode of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, is joined by Anita Stenner, founder of a Boutique Concierge and Personal support firm serving high-net-worth families and business owners across the United States and Canada. Together, they discuss the growing demand for personalized lifestyle and administrative support services—and how affluent families are increasingly looking for help beyond traditional financial, tax, and estate planning. The team engages in a detailed discussion on the following topics:• The Rise of Concierge & Lifestyle Management Services: Anita shares how her firm evolved from administrative support for entrepreneurs into a full-service personal concierge model helping clients manage homes, vendors, travel, events, bill pay, and day-to-day life logistics.• Time, Delegation & Decision Fatigue: A conversation around the common pain points facing business owners, executives, and retirees! Including lack of time, administrative overload, and the challenge of balancing personal responsibilities with professional demands.• Building Trust & Customizing Support: The team discusses how concierge relationships are built gradually over time, why flexibility and personalization matter, and how services are tailored differently for each family’s unique needs and lifestyle.• Coordinating the “Personal Side” of Wealth: George and Anita explore the growing trend of affluent families building coordinated teams of professionals—including financial advisors, attorneys, accountants, and concierge specialists—to create a more seamless and organized approach to managing wealth and everyday life.As always, please send our team any questions or topics you’d like us to cover in the future.We hope this finds you well. Visit Our Website: https://tcmccabe.com/ New Client Inquiries and Second Opinion Service: https://tcmccabe.com/new-client-inquiry/ Listen To Our Podcast On Spotify: https://open.spotify.com/show/4ty7pqo... Connect With Us On LinkedIn: George McCabe, C.P.A, Financial Advisor:  https://www.linkedin.com/in/george-mccabe-cpa-861764142/ Anita Stenner: https://www.linkedin.com/in/anitastenner/