PROJECT MANAGEMENT
LUXURY RELOCATION
ESTATE ESSENTIALS
REAL ESTATE
ESTATE MANAGEMENT CONSULTING

ESTATE MANAGEMENT CONSULTING

The foundation of a well-run estate is a clear and sustainable management plan. Our team can assess your property as a whole, or individually consider staffing issues, budget considerations, maintenance, security, technology, and major systems. With that information, we can put together an operations plan, customized SOPs, and a digital estate manual to keep your team on track.

PROJECT MANAGEMENT

PROJECT MANAGEMENT

Capital improvements, renovations, and systematic upgrades require specialized expertise that may exceed the scope, bandwidth, or resources of your staff. We can handle a full range of construction and renovation issues; from building a budget and crafting the RFP, to receiving bids and vetting vendors. You can be sure your vision is being fulfilled knowing there will be someone on-site daily as your representative throughout the entire project.

LUXURY RELOCATION

LUXURY RELOCATION

Whether you’re on-location, joining a new team, or permanently relocating, you’ll have a dedicated moving concierge for each step of the process. We’ll photograph and inventory your current home to be sure that things get put in the appropriate place on the other end. We can arrange donation, sale or storage for items that won’t be moved. At the new location, we’ll put everything away, make sure everything works, and leave a guide for you.

ESTATE ESSENTIALS

DIGITAL ESTATE MANUALS

Everything organized in one place so that your team can access the information and guidelines they need to deliver the best service possible.

HOME INVENTORY

Knowing what you have, where it is, and how much it’s worth is the basis for maintenance, service, and an assessment of the value of your belongings.

HUMAN RESOURCES

Domestic employees require special considerations. Employment agreements, detailed job descriptions, recorded schedules and tasks, and NDA’s are necessities to protect your family.

STANDARD OPERATING PROCEDURES

Make sure your homes are being run as planned and your guests are being treated exactly as you wish with clear directions and contingency plans.

Insurance Appraisals

Real estate, art, wine, vintage cars… these are commodities that change value over time. You need current appraisals to make sure your investments are covered.

DISASTER PLANS

Depending upon your coast, you may need to have a plan for earthquakes or hurricanes. Every home should have a plan for fire, security breach or unexpected safety issues.