Judith Heft & Associates Launches ‘Lifestyle’ Concierge Division

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Liz Levy, left, CFO of Judith Heft & Associates Financial & Lifestyle Concierge, and Judy Heft, founder and CEO.
Liz Levy, left, CFO of Judith Heft & Associates Monetary & Way of living Concierge, and Judy Heft, founder and CEO. (Photograph by Alejandra Buljevich Sotelo)

Judith Heft & Associates, a boutique money concierge serving substantial-web-truly worth folks regionally and nationwide, is growing its scope of specialty providers with the start of a “Way of living Concierge” division. The Stamford-based company has rebranded itself as Judith Heft & Associates Economical & Way of life Concierge to reflect its new division and broadened abilities to satisfy a rising need for tailor-made particular services.

“We have included ‘Lifestyle’ to our title as element of our rebranding, which is created to mirror the advancement and transformation of our firm,” said Judy Heft, founder and CEO of Judith Heft & Associates Money & Way of living Concierge. “The Covid-19 pandemic has prompted most everybody to rethink their do the job/lifestyle schedules and though no two routines are alike, one popular thread resonates: We all will need far more time. Which is wherever we step in, to manage the minutiae of each day existence and give our customers back again their time.”

Heft has tapped small business management expert Liz Levy to guide the Life style Concierge division as Chief Fiscal Officer. Levy provides a lot more than 25 many years of executive-degree knowledge in gross sales, internet marketing and company development in a extensive wide variety of industries ranging from schooling and resort administration, to aerospace technological innovation and corporate serious estate.

“I am thrilled to sign up for Judy and her incredible crew as we increase our remarkably customized services to assistance our customers deal with their energetic experienced and social life,” explained Levy.

The Way of life Concierge division will enhance Judith Heft & Associates’ detailed scope of economical concierge solutions with an intensive array of own expert services. These companies incorporate luxurious-going administration, Realtor referrals and means, skilled arranging, dwelling improvements and upkeep, liaison solutions, elder care and appointment scheduling.

“This go will come at a notably vital time as everybody navigates the ‘new’ normal and readjusts to a new way of living and functioning,” explained Levy.

For almost a quarter-century, Judith Heft & Associates has been at the forefront of helping clientele with a large assortment of fiscal requirements, from invoice shelling out to tracking charitable contributions. Heft and her workforce have comprehensive awareness of finance, real estate and legislation and have been the “go to” for forensic bookkeeping, employing the most recent resources and approaches to detect faults and conserve cash. Heft and her staff members create extensive-term associations with shoppers, which is specifically wanted during occasions of transition these as buying a household, divorce, downsizing and retirement. A total record of companies is readily available at www.judithheft.com.

About Judith Heft & Associates Fiscal & Life style Concierge

Stamford, Conn.-centered Judith Heft & Associates was founded in 1996 by Judith Heft and will be celebrating its 25th anniversary following calendar year. The boutique monetary concierge serves higher-web-really worth persons in New York, Connecticut and nationwide. Consultant expert services incorporate invoice shelling out, credit card/banking maintenance and reconciliation, arranging monetary information, payroll (organization/residence), managing charitable contributions, large-close shifting, skilled arranging, dwelling servicing, elder treatment and liaison providers.

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