SERVICES

Our consulting services are designed to optimize operations and ensure seamless estate management for family offices. Through a comprehensive needs assessment, we analyze current operations, identify service gaps, and provide transparent, actionable recommendations aligned with your goals.

Tailored Support for Family Offices

  • Conducting needs assessments to improve operational efficiency

  • Developing new positions, writing job descriptions, and obtaining salary approvals

  • Crafting and posting job listings, interviewing candidates, and collaboratively selecting finalists for principal review

  • Creating organizational charts and implementing staffing structures

  • Defining and establishing dedicated workspaces for estate staff

  • Writing facilities maintenance plans and developing custom annual maintenance schedules

  • Connecting family offices to premier local contractors and global specialists

Comprehensive On-Site Vendor Management

We personally meet with vendors, contractors, and specialists on-site to ensure the highest quality of service. Our network includes experts across various fields, such as:

  • Art conservation and lighting specialists

  • General contractors (GCs), architects, and interior designers

  • Electricians, AV technicians, and smart home systems integrators

  • HVAC services and appliance inspections

  • Annual roof maintenance

  • Outdoor cleaning, including window and solar panel cleaning

  • Housekeeping, landscaping, and design

From routine maintenance to specialized services, we deliver professional coordination and management to uphold the integrity and excellence of your estate.

Expertise and Industry Insights

We provide strategic guidance in estate management, leadership, organizational structure, facilities management, and project management. Additionally, we specialize in:

  • Art conservation, installations, and lighting solutions

  • Compensation and retention strategies aligned with industry standards

  • Onboarding and staff training for operational excellence

With a commitment to professionalism and results-driven solutions, we empower family offices to achieve their estate management goals efficiently and effectively.