Estate Stewardship &
Project Advocacy
Comprehensive real estate oversight for family offices managing significant property portfolios
For Families managing 3+ properties
Estate Stewardship
Ongoing oversight of property portfolios, vendor relationships, and capital planning. We serve as your family's long-term real estate partner.
Property Assessment, Monitoring & Maintenance Planning
Assess condition/risks, then maintain a tailored preventive plan to avoid costly surprises.
Vendor Management
Pre-vetted specialists. We handle selection, contracts, and performance.
Financial Planning & Oversight
12–36 month capital forecasting + budget tracking to reduce surprises and optimize spend.
Monthly Strategic Reviews
Regular check-ins to review activity, flag issues early, and agree next steps.
Secure Platform Access
Docs, vendor contacts, logs, and communications—available 24/7.
For Projects valued at $1M+
Project Advocacy
Independent owner's representative services for major construction and renovation projects requiring expert oversight.
Project Scoping & Planning
Define objectives, budget, timeline, and roadmap before construction begins.
Contractor Selection & Contracting
Competitive bidding with vetted contractors; we check references and negotiate terms.
Cost Control & Change Order Review
Track costs, review invoices/pay apps, and independently evaluate change orders.
Schedule & Quality Oversight
Monitor progress and conduct site checks to verify work meets specs.
Team Coordination & Owner Advocacy
Single point of accountability—representing your interests exclusively.
Additional Capabilities
Beyond core estate stewardship and project advocacy, we provide specialized services to support our clients' broader needs.
Executive & Specialized Talent Placement
Identify and vet top candidates for family office and estate roles — from C-suite leaders to property managers, aviation professionals, and specialized trades — with the discretion and standards private wealth requires.
Business Advisory
Independent counsel on real estate and operating company strategy — from investment/disposition and portfolio optimization to capital structure, family business advisory, and succession planning with property implications.
These services are offered to estate stewardship clients based on specific needs and circumstances. Not marketed as standalone offerings.
