[Easemakers Podcast E51] Providing lifestyle management services within a public accounting firm
What are the keys to providing excellent lifestyle management services to 25 different clients? Jennifer Quent shares what it's like to work for a family office practice within a public accounting firm in the latest episode of the Easemakers Podcast.
As a professional ballet dancer, Jennifer Quent learned how to perform at the highest level and how to get back up after any fall — skills that she says prepared her well for a career in private service.
Today, Jennifer is a director for Marcum’s family office practice. She supports 25 different clients, helping them with a wide range of needs.
In this episode of the Easemakers Podcast, Jennifer shares what it’s like to provide lifestyle management and concierge services within a public accounting firm. Tune in to hear:
- Common challenges among Jennifer’s wide range of clients
- Jennifer’s tips for staying organized
- The pros and cons of supporting a number of different families at once
Catch up on past episodes of the Easemakers Podcast to hear from more experts in the private service industry, and don’t forget to subscribe on Apple Podcasts to get notified about future episodes. Follow along with @easemakers on social media, and of course, be sure to join the conversation in the Easemakers community after you listen!
The Easemakers Podcast is presented by Nines, the household management software solution built for high net worth households, family offices and the private service professionals who support them. Questions about household staffing, luxury home management, or how to create a better workflow for everyone on your team? Start a conversation today.