Estate & Household Operations Consulting

• Full household systems design (daily, weekly, seasonal workflows)

• Creation of customized house manuals & SOPs

• Staff structure planning (roles, responsibilities, org charts)

• Hiring strategy for housekeepers, nannies, chefs, assistants

• Staff onboarding and training systems

• Performance management & review frameworks

• Household calendar and scheduling optimization

• Communication systems between staff and principals

Home Organization & Efficiency

• Whole-home organization strategy (not just tidying, building systems)

• Closet and wardrobe management systems

• Inventory management (household goods, supplies, luxury items)

• Labeling and storage solutions for large estates

• Move-in / move-out setup and optimization

• Seasonal home transitions (holiday, summer/winter living)

Lifestyle & Personal Assistant Consulting

• Personal workflow optimization for busy principals

• Inbox, calendar, and digital life organization

• Gift sourcing systems & important date tracking

• Travel planning systems and packing protocols

• Event and entertaining planning frameworks

• “Life admin” streamlining (appointments, vendors, renewals)

• Recruitment and Hiring -Sourcing, interviewing, and selecting qualified staff (e.g., housekeepers, chefs, drivers).

• Training and Onboarding - Providing orientation, setting expectations, and ensuring skill readiness.

• Scheduling and Supervision - Managing work shifts, time off, and daily task assignments.

• Performance Management – Monitoring quality of work, giving feedback, and handling reviews or discipline.

• Payroll and HR Coordination – Managing payments, contracts, and compliance with labor laws

• Daily Cleaning – Dusting, vacuuming, mopping, and tidying all living and working areas.

• Laundry Services – Washing, ironing, folding, and organizing clothing and linens.

• Restocking Supplies – Replenishing toiletries, cleaning products, and household essentials.

• Deep Cleaning – Scheduled intensive cleaning (e.g., windows, carpets, upholstery, kitchens).

• Upkeep of Appliances and Fixtures – Reporting and coordinating repairs or minor maintenance.

• Hiring & Onboarding – Recruiting qualified staff and ensuring smooth integration into the household or property team.

• Policy & Procedure Development – Creating clear guidelines for conduct, responsibilities, and expectations.

• Employee Records Management – Maintaining up-to-date staff files, contracts, and documentation.

• Conflict Resolution – Addressing interpersonal or performance issues professionally and discreetly.

• Payroll & Benefits Administration – Managing wages, leave, benefits, and legal compliance with labor laws.

• Centralized Scheduling – Maintaining a unified calendar for the household, staff, events, and services.

• Appointment & Task Tracking – Logging daily duties, vendor visits, and personal engagements.

• Reminders & Alerts – Setting up automated notifications for upcoming tasks, events, and renewals.

• Staff Coordination – Ensuring all team members are aligned with the calendar and updated in real time.

• Client Accessibility – Providing the homeowner or principal with easy access to view or adjust the calendar.

• Access Control – Monitoring entry/exit points and managing keys or security systems.

• Surveillance Oversight – Installing and maintaining CCTV or alarm systems for ongoing monitoring.

• Emergency Preparedness – Creating and implementing fire, medical, and evacuation protocols.

• Staff & Guest Safety – Ensuring all individuals on the property follow safety guidelines and procedures.

• Security Staff Coordination – Hiring, training, and supervising guards or security personnel.

• Routine Inspections – Regular checks to ensure the property is clean, functional, and well-maintained.

• Maintenance Coordination – Scheduling repairs, landscaping, and general upkeep with trusted vendors.

• Vendor & Contractor Liaison – Managing service providers and ensuring quality work.

• Inventory & Asset Management – Tracking household items, supplies, and furnishings.

• Budgeting & Reporting – Overseeing expenses, managing budgets, and providing detailed updates to owners.

• Travel Planning – Organizing flights, accommodations, and transportation tailored to client preferences.

• Itinerary Creation – Preparing detailed schedules including reservations, activities, and important contacts.

• Visa & Documentation Support – Assisting with visa applications, travel insurance, and necessary paperwork.

• Coordination with Staff – Ensuring household or personal staff are aligned with travel plans (e.g., packing, pet care, property management during absence).

• 24/7 Travel Support – Providing real-time updates, changes, and assistance during travel.

• Personal Appointments – Scheduling medical visits, beauty treatments, or other personal services.

• Dining & Entertainment Reservations – Booking restaurants, shows, or leisure activities per client preferences.

• Household Service Appointments – Coordinating visits from cleaners, maintenance workers, or contractors.

• Calendar Management – Maintaining a well-organized schedule to avoid conflicts or overlaps.

• Reminders & Follow-ups – Sending timely reminders and confirming appointments as needed.

• Product & Service Research – Finding the best options for household items, appliances, or luxury services.

• Vendor & Contractor Vetting – Investigating trusted professionals for renovations, events, or specialty tasks.

• Education & Program Exploration – Researching schools, tutors, or enrichment programs for children or adults.

• Property or Investment Research – Gathering details on real estate, furnishings, or art acquisitions.

• Custom Requests – Handling unique, one-off inquiries (e.g., planning a dream vacation, sourcing rare items).

• Planning & Scheduling – Organizing private or household events, from small dinners to large gatherings.

• Vendor Coordination – Booking caterers, decorators, entertainment, and other service providers.

• Logistics & Setup – Managing the event setup, flow, and timing to ensure a seamless experience.

• Staff Supervision – Ensuring event staff are properly assigned and managed during the event.

• Post-Event Clean-up – Overseeing breakdown and restoring the property to order.