Lifestyle Management
Providing Balance + Integrity
Our dedicated Lifestyle Management team provides a broad range of concierge, insurance, and household administration services.
You can rely on the integrity, professionalism, and problem-solving abilities of our team.
Real Asset Management
Comprehensive care of real assets, maintenance, compliance, and more.
Real Asset Management
- Comprehensive Management of Real Assets
- Acquisition, disposition, and management of properties, aircraft, automobiles, and sea vessels
- Research, evaluate, and analyze private aviation solutions
- Liaise with yacht captain on vessel management
- Develop and update procedures and manual for house, boat, or plane staff
- Residential home maintenance management
- Design, implement, and manage home maintenance programs
- Service provider due diligence, oversight, and management of home operations
- Maintain records of household information: invoices, contracts, and legal documents
- Turnkey move management for property acquisition and disposition
- Oversee budget, open items, and timeline for construction projects
- Investment property administration
- Liaise with tenants, building management, HOA, and Board of Trustees to resolve building issues
- Long-term lease negotiations, track rent, ongoing tenant communication
- Coordinate seasonal rental calendar, lease turnover process, and security deposit return
- Manage state and regulatory compliance
Insurance Administration
Property + casualty insurance admin. We handle brokers, claims, and more.
Insurance Administration
- Property and casualty insurance administration
- Initial and annual insurance review and analysis
- Coordinate ongoing insurance updates with brokers
- Process premium payments and maintain policy documents
- Collaborate with all parties to advocate for timely resolution of claims
- Collections inventory and insurance management
- Health insurance administration
- Health, dental, and vision insurance plan analysis and management
- Medical claim submission and insurance reimbursement reconciliation
- Medicare research and enrollment
Domestic Staff Management
Your outsourced HR department. Hiring, payroll, compliance, + more.
Domestic Staff Management
- Act as outsourced HR department: recruit, hire, and manage domestic staff
- Implement employment and non-disclosure agreements
- Manage ongoing performance reviews and termination plans
- Manage compliance with state and federal employment laws
- Evaluate and administer employee payroll and benefit plans and retention packages
- Establish workers’ compensation insurance and manage annual audit
Concierge
Services
Event + travel planning, security, citizenship, passports, + more.
Concierge
Services
- Event management planning
- Travel planning
- Virtual personal assistant capabilities
- Personal security coordination
- VIP experience procurement and season ticket management
- Research concierge medicine and travel medical services
- Citizenship, residency, and passport assistance
- Special projects
Get confident about tomorrow, right now.
Discover what we can do for you and your financial life.