Core Services

Estate Operations Assessment

A comprehensive evaluation of an estate's current operations, staffing, vendors, systems, and long-term needs.

  • Property and operations review

  • Staffing analysis

  • Organizational structure review

  • Operational risk assessment

  • Written recommendations

Executive Search & Recruiting

Finding exceptional professionals for private estates.

Typical placements:

  • Estate Managers

  • Ranch Managers

  • Property Managers

  • Chiefs of Staff

  • Executive Assistants

  • House Managers

  • Private Chefs

  • Housekeepers

  • Groundskeepers

  • Maintenance Managers

  • Security Professionals

  • Seasonal Staff

Estate Transition Services

Support during periods of significant change.

  • New property acquisition

  • Estate expansion

  • Leadership transitions

  • Staff restructuring

  • Family transitions

  • Multi-property integration

Standard Operating Procedures

Creating documentation that allows estates to run consistently.

  • Property opening/closing procedures

  • Maintenance schedules

  • Vendor management

  • Vehicle management

  • Guest arrival procedures

  • Emergency response plans

  • Inventory systems

Estate Acquisition Advisory

Helping buyers understand what it will actually take to own and operate an exceptional property.

  • Property operations walkthrough

  • Maintenance and serviceability review

  • Estate staffing recommendations

  • Vendor and contractor evaluation

  • Equipment and utility assessment

  • Maintenance cost forecasting

  • Capital improvement observations

  • Operational risk identification

  • Seasonal considerations

  • Transition planning for new ownership

Ongoing Estate Advisory

A retained advisory relationship for clients who want an experienced operations advisor available year-round.

  • Operational guidance

  • Hiring advice

  • Staff coaching

  • Vendor questions

  • Budget discussions

  • Strategic planning

  • Monthly or quarterly reviews

Staffing Strategy & Organizational Design

Helping owners determine who they actually need before hiring.

  • Headcount planning

  • Compensation benchmarking

  • Full-time vs seasonal staffing

  • Family office coordination

  • Future growth planning

Vendor & Contractor Advisory

Helping clients build and manage a trusted network of service providers.

Includes:

  • Vendor recommendations

  • Bid reviews

  • Scope development

  • Contractor oversight

  • Service scheduling

  • Performance reviews

Estate Operations Blueprint

A customized operating plan for the estate.

  • Creation of household manuals and written SOP’s

  • Staffing recommendations

  • Position descriptions

  • Reporting structure

  • Maintenance plans

  • Annual staffing roadmap

  • Operational priorities

  • Creation of trusted, vetted vendor list

  • Disaster response protocols