Petra Concierge

By Petra worldwide

Designed for entrepreneurs, business owners, and their families, this concierge membership focuses on the services that matter most for managing work and wealth. From tax preparation and planning to real estate guidance and ongoing support, everything is coordinated by one dedicated team so you don’t have to juggle multiple providers.

PETRA CONCIERGE

What's Included

All services are provided directly by Petra Worldwide and included with your concierge membership. This is not a referral or outsourcing network, you have one team, one point of contact.



  • Simple Membership Pricing: Transparent monthly rate with no hidden fees.
  • No Barriers to Entry: You don’t need a certain income level to access quality service.
  • Annual Life & Business Planning Review: We’ll sit down with you to review budgets, goals, and priorities.
  • Personal Concierge Guidance: A dedicated expert who knows your situation and keeps you on track.
  • Year-Round Tax Support: Preparation plus ongoing planning, not just during filing season.
  • Real Estate Support: Work with our in-house licensed realtor for buying, selling, investing, or managing property.
  • Private Title Services: White-glove support for closing and transfers.
  • Estate Support: Wills and trust planning with our partner attorneys to help protect your legacy.
  • Learning & Growth: Weekly sessions and resources designed to help you make smarter decisions.
  • One Dashboard: Centralized technology platform to keep everything organized.
  • Education & Community: Access to our podcast and a network of other members focused on building secure, successful lives.
  • Concierge Team Access: A dedicated support team ready to help simplify and coordinate across all areas of your plan.


Frequently Asked Questions

  • How do I get started?

    Fill out the form below, and a member of our team will reach out to schedule an appointment.

  • How is Petra Concierge different from hiring separate providers?

    Instead of managing multiple contacts and services on your own, Petra Concierge provides a single point of contact to coordinate everything for you.

  • Is Petra Concierge a financial advisory service?

    No. Petra Concierge does not provide licensed investment advisory services. Our role is to coordinate and simplify services like tax, estate planning, and real estate in one membership.

  • What does the membership fee include?

    Your membership includes access to our concierge team and bundled services such as tax preparation, planning reviews, and real estate support.

  • Who will I be working with?

    Each member is paired with a dedicated concierge who coordinates with licensed professionals where required.

  • What is Petra Concierge?

    Petra Concierge is a membership-based service that brings together essential life and business support — tax, real estate, planning, and more — all in one place with one team.

  • Do I need to meet any income or asset requirements to join?

    No. Petra Concierge is designed to be accessible. There are no asset minimums or financial thresholds.

OUR PROCESS

What to Expect When You Join

Schedule Your Introductory Call

We’ll take time to understand your needs, from taxes and real estate to planning and general coordination, and learn more about what’s currently working and what’s not.

Review Your Opportunities

After our conversation, we’ll map out a clear support plan that shows you exactly where we can step in to create more structure and simplicity in your financial and operational world.

Start With Confidence

Once you’re onboard, you’ll be supported by a dedicated team that manages the moving pieces and stays connected with you throughout the year.

The Right Support Brings Everything Into Focus

For entrepreneurs, business owners, and families, the lines between work and life often blur. Important tasks like tax planning, property decisions, and long-term organization tend to get pushed aside by day-to-day demands.


This membership helps you stay ahead by providing a steady, structured team to manage what matters.

TESTIMONIALS

Voices of Success from Our Clients

Discover the inspiring success stories and positive experiences of our clients at Petra Worldwide. Our clients have witnessed firsthand how we bring together every aspect of their financial life.

“The team at Petra Worldwide are an awesome resource to have in your corner. Their hands on approach to helping clients understand complex accounting and tax matters is priceless. They have provided valuable insight and strategies over the years."

Jsolo Entertainment Enterprise

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"We have had the privilege of working with the team at Petra Worldwide Since our church opened in 2013. They have been very supportive in getting our church off the ground. They provided expert advice and leadership with mortgage applications, tax reporting, accounting, and budgeting”

Florida Church of God

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“I was under IRS Audit and really wanted it to be over. When I wanted to just pay the amount the IRS said I owed, the team at Petra encouraged me to continue the fight. They submitted the required documents and escalated my case. We won the challenge and only had to pay a faction of the original amount.”

William

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CONTACT US

Let’s Build the Right Framework Around What You’ve Built

Whether you’re growing your business, navigating new opportunities, or simply looking for a smarter way to manage life’s moving parts, we’re here to help you bring structure to what matters most.


Fill out the form below to connect with our team. We’ll walk you through how Petra Concierge works, answer your questions, and help you decide if it’s the right fit for where you are and where you’re headed.