Family Office Concierge
One trusted partner for the businesses, properties, and family you're running at once.
When your life has become its own organization
You run more than one business. There's a property closing next month and another in escrow. The family calendar spans school, sports, volunteer commitments, and travel, and somehow it all routes through you. You have great advisors, but no one is connecting the pieces. You don't need more help. You need someone who holds the whole picture.
How this works alongside your advisors
I don't replace your financial advisor, attorney, or accountant. I make sure they have what they need, when they need it, and that their recommendations actually get carried out. When staffing decisions involve contracts, payroll, or employment law, I work alongside your attorney and payroll provider so every step is handled properly. Think of me as the operator who connects your team.
What I take off your plate
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Keeping priorities, deadlines, and follow-ups moving across your companies, so nothing waits on you to remember it.
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Tracking timelines, documents, and next steps across multiple deals, and keeping your agents, lenders, attorneys, and escrow teams aligned and on schedule.
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Overseeing maintenance, repairs, renovations, and service providers across your homes and properties, so every property stays cared for, even the ones you're not living in.
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Recruiting, interviewing, and onboarding household staff such as nannies, housekeepers, drivers, and estate managers, then setting clear expectations, managing schedules, and handling staff transitions with care and discretion when it's time for a change.
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From planning to itineraries to the details you don't want to think about, for work trips, family vacations, and everything in between.
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School, sports, activities, and volunteer commitments, organized into one clear view instead of scattered texts and reminders.
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A steady planning rhythm, so everyone knows what's happening, who's handling it, and what's coming next.
Ways to work together
Every family is different, and so is every season. We'll shape the right level of support together in a free 30-minute consultation, and it can grow or shift as your needs change.
Ongoing Household Support
For families who want a steady partner holding the whole picture, week after week.
Seasonal & Project Support
For the stretches when life gets especially full.
Transitional Support
For times of change, when the household needs a steady hand.
Why this works
For more than 20 years, I've been the person senior leaders at HP, Amazon, and beyond relied on to keep complex, high-stakes work moving, often where professional and personal lives overlapped. A family office runs on the same things a leadership team does: clear priorities, a steady rhythm, and someone who follows through. My career began in law, so discretion isn't a feature of how I work. It's the foundation.
Frequently Asked Questions
Ready to get back to the work that actually matters?
Let’s start with a conversation about what you’re navigating and whether this is the right fit.