If you have general questions regarding your Corestone Account or Visa debit card, please call (800) 547-7008 within the United States or call collect at (610) 382-8380 outside of the United States. Live customer service is available Monday through Friday, 8:30 a.m. – 6 p.m. (ET).
To obtain your login credentials for your Pershing or TD Ameritrade account, please call toll-free 855-TELEMUS and ask to speak with your Financial Life Specialist.
Accounting, administrative and information management services are essential to the smooth running of a family with complicated finances and investments as well as keeping its stakeholders well informed. Our virtual family CFO service provides a coordinated, technology enabled approach that meets the complex needs of most individuals and families. With virtual access to your family office platform, roles and responsibilities can be allocated among constituents to enable family members, external advisors and staff members to work in a more strategic and cohesive fashion.
“The line between disorder and order lies in logistics.”Sun Tzu
We provide hands-on day-to-day oversight and management of your financial affairs.
Tracking Assets and Liabilities and How They’re Owned, Entity Recordkeeping, Account Balance Reconciliation, Bill Pay and Invoice Management, Payroll Management, Capital Call Management, Trust Distribution Management, Intra-Family Loan Management, Charitable Gifting Management, Document Managing Including Compiling Tax Information, Collectibles Management
We work to develop realistic cash needs for clients and cash flow forecasts.
Cash Needs Analysis, Cash Flow Projections
We help organize and maintain important information.
Assisting with Banking Relationships, Account Opening and Closings, Change of Address Notification, eVault Document Storage, Establish Electronic Account Access and Data Feeds
We develop customized, detailed reports that provide meaningful information and accurately reflect a families overall financial picture.
Developing a Financial Reporting Structure, Custom Consolidated Asset and Account Reporting, Consolidated Net Worth Statement, Private Investment Reporting, Online Portal Access
Our digital family office platform lets you securely compile and link together all the individual components of your financial life. We’ll help you integrate your personal finances, investments, taxes, legal documents, administration, lifestyle and family governance all in one place.
Our platform also makes it easy to integrate new users and get them up to speed on your financial picture and goals, helping facilitate transitions from one generation to the next. And with a Telemus Family CFO, all the pieces of your financial puzzle are overseen by a team who understands your financial objectives. You can feel confident that your personal finances are being handled with the care and attention they deserve.
Throughout the year, Telemus provides timely financial planning resources that can help you make better wealth management decisions. Check back here often to find new informational guides covering critical investment and financial planning topics.See more