For advisors & partners
Your clients plan for their wealth. We help them plan for the household.
We staff, organize and prepare the households of your high-net-worth clients. So when a client asks who to call, you have a discreet, trusted answer.
Why partners trust us
- 01Veteran-owned. U.S. Air Force logistics and flight line operations, Air Mobility Command
- 02Former Homeland Security consultant in emergency preparedness and contingency planning
- 0317 years in operations across corporate, government and private households
- 04Change management training, for households going through a move, a new team or a restructure
Who we work with
The advisors families already trust.
You see the moments when a household's support has to change. We help you have an answer ready.
Wealth managers
A liquidity event, a second residence, a client stretched thin.
Family offices
Household staff who need structure, policies and a plan for the hard day.
Estate & trust attorneys
Planning that covers the people who keep a home running, too.
Luxury real estate
A new estate that needs the right team from day one.
What we offer your clients
Three ways to work together.
Household Continuity Review
Begins with an operational risk assessment: single points of failure, undocumented knowledge, access and vendor gaps, and staff coverage. Then a calm, confidential plan for how the home runs when a key person is away or plans change overnight.
Your client leaves with a ranked list of weak points and a written continuity planStaff preparedness training
The household team learns exactly who does what on the hard day: an outage, a medical emergency, a travel change. On its own or alongside a Continuity Review.
Delivered on site, across residencesA trusted staffing referral
House managers, estate managers, assistants, chiefs of staff and private chefs, placed with care, with optional support through the first 90 days.
Household, family office and executive rolesHow a referral works
Simple for you. Seamless for your client.
- Step 01
Introduce
A warm introduction by email, or your client reaches out to us directly.
- Step 02
Listen
A confidential consultation to understand how the household actually runs.
- Step 03
Deliver
The review, the training or the search, with a clear scope agreed in writing.
- Step 04
Close the loop
With your client's permission, we keep you informed on progress.
Our commitments to you
Your relationship stays yours.
We work beside you, never around you.
- Confidentiality agreements on request
- No contact with your client without their consent
- We don't give financial, legal or real estate advice
- Partner terms agreed in writing, up front
Partner with us
Let's support your clients together.
A short, no-obligation conversation about your practice and the families you serve.