A Personal Business Manager (PBM) provides a comprehensive range of services to support high-net-worth individuals, busy professionals, entrepreneurs, entertainers, and others in managing their financial, business, and personal affairs. Below is a breakdown of typical PBM services

Financial Management

  • Bill payment and budgeting

  • Cash flow tracking

  • Bank account reconciliation

  • Expense reporting

  • Monitoring income and investments (liaising with financial advisors)

  • Debt and credit management

  • Oversight of tax preparation (working with accountants)

Business Affairs

  • Administrative support for personal or small business ventures

  • Document management (contracts, agreements)

  • Business setup and compliance (e.g., forming LLCs, managing renewals)

  • Liaison with lawyers, accountants, agents, and advisors

  • Help with fundraising and capital introductions

Lifestyle & Daily Management

  • Calendar and schedule management

  • Travel planning and booking

  • Managing household staff or vendors

  • Coordinating personal events or obligations

  • Property and real estate oversight (rent collection, maintenance)

Asset Protection & Structuring

  • Setting up trusts, offshore structures, or foundations

  • Coordinating asset structuring with legal/tax professionals

  • Managing ownership documentation and succession planning

Digital & Reputation Management

  • Social media management or oversight

  • Online reputation monitoring

  • Website or brand asset coordination

Concierge-Level Services

  • Vehicle or yacht management

  • VIP bookings or access (hotels, events, restaurants)

  • Luxury purchases coordination

  • Family office-style services for multi-generational clients

Investment Oversight (Non-Advisory)

  • Tracking investments

  • Coordinating meetings with investment professionals

  • Reviewing performance reports

  • Assisting with due diligence for private opportunities

Why Choose Red Rock as Your Personal Business Manager?

  • Tailored Support for Busy Professionals
    We handle your business and personal priorities with precision, freeing up your time so you can focus on what matters most — whether that’s growth, strategy, or simply peace of mind.

  • Discreet, Reliable, and Results-Driven
    Our clients trust us to manage sensitive matters with complete confidentiality and a sharp focus on outcomes. We operate quietly in the background but deliver visibly high-impact results.

  • 360° Management of Your Affairs
    From scheduling and financial coordination to international travel, property, and asset protection — we manage it all seamlessly so you don’t have to juggle multiple service providers.

  • Global Expertise, Personal Service
    With deep knowledge in finance, business, and global structures, we offer high-level support with a boutique feel — every client gets dedicated attention and custom solutions.