lifestyle concierge

What we offer for you


We believe it’s priceless. At Judith Heft & Associates, our goal is to help you simplify your life. We diligently streamline your financial and lifestyle needs to give you back your most valuable resource – time.

And, we take it personally. That’s why we recently launched a Lifestyle Concierge Division to provide customized solutions for high-net-worth individuals to manage their daily affairs and longer-term personal needs. We offer a unique blend of services and take a holistic approach to ease stress and allow our clients to focus on critical business strategies and personal matters. Our team possesses extensive knowledge of real estate, legal and lifestyle concierge services to support a wide range of needs, from high-end relocations and home renovations to elder-care options and medical visits

Judith Heft & Associates has you covered from A to Z – from arranging all of your financial matters to zeroing in on your personal needs. Let us focus our attention on the details so you can focus on what is most important in your life.

Lifestyle Concierge Services

Our Lifestyle Concierge division offers comprehensive services to organize your affairs and manage your lifestyle. These services include:

High-End Moving

  • Move management, packing/unpacking
  • Research: Realtors, schools, MDs, dentist, tutors, college advisors

Professional Organization

  • Closets, storage areas, files clothing and personal items
  • Consignments, donations and disposal

 Home Improvement and Maintenance

  • Vetted contractor referral and background checks
  • Full-time oversight to ensure “peace of mind” services (security, compliance and end-of-day lockup)

 Liaison Services

  • Personal assistant/executive assistant

 Elder Care

  • Liaison with elderly homeowners and family members
  • Daily errands, shopping, cleaning/laundry services

 Appointment Scheduling

  • Car maintenance
  • Medical appointments
  • Sports and recreational activities
  • Salon/spa treatments

Travel Services

  • Transportation
  • Hotel reservations
  • Agenda planning


Membership packages and on-demand lifestyle concierge services are available. Please contact our Lifestyle Concierge team to learn how we can simplify your life! Click Here