Morgan Street Personal Archivists™ offer a wide range of professional services to assist our clients in organizing, personalizing, loading and managing their secure vaults. With professional backgrounds in law, accounting and library sciences, our archivists are experts in understanding the information management needs of high-net-worth individuals and their advisors. Working with individuals, family offices and professional firms, they have managed projects ranging from a few hundred documents to hundreds of thousands of documents. Personal Archivist™ services include:
- Assessing your information management needs using a proprietary, comprehensive assessment tool.
- Re-engineering your office business processes to go “paperless”.
- Organizing your information and personalizing your visual catalog.
- Creating your vault and defining sharing permissions for your family and advisors.
- Scanning paper documents, naming them and uploading them into the vault.
- Processing digital assets, naming them and uploading them into the vault.
- Training you, your family members, staff and advisors in vault management and use.
- Integrating the vault with financial accounting and other “back office” applications.
- Maintaining the vault and keeping it up-to-date according to your specifications.
