Portfolio-wide standards
- Consistent maintenance standards across residences
- A shared, vetted vendor network
Portfolio management
One operating system for the family’s residences and personal infrastructure.
Centralized reporting and standards create clarity across residences, staff, vendors, assets and advisors.
Budgets & capital forecasting
- Household budgets by property
- Capital forecasting across the portfolio
Arrival planning & regional operations
- Seasonal arrival planning per residence
- Coordinated regional operations
Executive reporting
- One consolidated reporting cadence
- A single point of contact across all properties
Asset documentation
- Cross-property inventory and records
Advisor collaboration
- Shared reporting access for your family office or advisors
- Coordinated communication with wealth advisors, attorneys, CPAs, insurance professionals, executive assistants, household staff and security professionals
Ideal for
Who this serves
- Households with two or more residences
- Families coordinating staff and vendors across properties
- Family offices seeking consolidated reporting
- Owners wanting one point of contact across a portfolio
How this fits
Each residence continues to receive full Private Estate Management. Multi-Property Management adds one coordinated layer of standards, budgeting and reporting across all of them. It is designed for households with two or more residences.
Questions about this tier
Can you manage multiple homes?
Yes. We create consistent records, standards, schedules and reporting across a residential portfolio.
Can you work with our family office or assistant?
Yes. Collaboration and agreed communication protocols are central to our model.
How are vendors selected?
For capability, reliability, insurance, communication, discretion and respect for access protocols.
A private conversation
Life runs differently when everything is handled.
Discuss your properties, priorities and desired level of support. All inquiries are handled discreetly.
Discuss Portfolio ManagementWe typically respond within one business day.