Manage calendars, meetings, and inboxes for senior partners and executives. Coordinate with accountants, attorneys, consultants, and other key stakeholders. Track deliverables across business units. Maintain organized systems for contracts, NDAs, and diligence materials. Oversee complex travel logistics and vendor management. Supervise a part-time assistant. Manage expense tracking, reimbursements, and documentation. Prepare materials for tax filings, compliance reporting, and vendor contracts. Coordinate special projects with accounting and legal partners. Use AI tools (ChatGPT, Claude, Zapier, Notion) to draft materials, summarize meetings, and automate workflows. Build light automations and implement productivity tools. Experiment with AI agents and systems. Coordinate family logistics, appointments, and scheduling. Oversee home operations, vendors, and maintenance schedules. Plan and manage travel experiences. Support personal events, social gatherings, and gifting logistics. Maintain a “relationship index” of business and personal contacts. Coordinate gifting, events, and social experiences for partners, clients, and family. Draft correspondence, memos, and summaries.