- Inventory management to your specifications. Light, moderate or detailed we will take a proactive approach to safeguarding your property and inventory.
- Organize, order and audit inventory / supplies (weekly/monthly) and ensure all home assets are operational and maintained (home warranties, manuals and tools).
- Service provider management & support
- Use and maintain the “preferred” vendor list for properties and businesses
- Manage superior relationships with preferred vendors (ex: HOA, HVAC, Contractor, Plumber, Electrician, Landscaper, Lawn Maintenance Crew, etc)
- Research products and services to find the best fit, quality and value (cost).
- Maintenance contract management
- Research, interview, vet and hire new vendors; manage their initial projects closely to ensure quality.
- Schedule, manage and oversee incoming foot traffic into the properties (visiting guests, vendors, deliveries, etc)
- Ensure properties are clean, organized and stocked and hold all vendors and employees accountable to Principal’s detailed standards of such. Reset the Principal’s home prior to and after daily activities
- Budget development and payables management. If needed, act as bookkeeper. Work with established bookkeeper to manage the weekly/monthly bill payment of the Estate, Payroll and Vendor Repairs and Projects that stay within budget.
- Ensure vehicles are clean and coordinate maintenance and service
- Household calendar/schedule management
- Maintain records and confidential files
- Correspondence management
- Receive deliveries and mail; ship items which include returns by mail and to stores.
- Travel booking including air, ground transportation, accommodations and excursions.
- Arrange and coordinate travel accommodations. Drive principals and/or guests to the airport upon arrival & departures. Prepare and pack Principal for coming/going.
- Reset the Principal’s home prior to and after daily activities and prepare property for when the principals come and go from town including opening and closing of properties
- Seasonal vehicle movement coordination
- Gala/fundraisers, corporate meetings, holiday gatherings, private parties and weddings
- Manage logistics, reservations, communications and day-of activities
- Personal date tracking (birthday, anniversary, etc)
- Gift procurement
- Holiday greeting management
Fully customizable to the individual needs of the client.
Before
- Develop and maintain emergency checklist
- Prepare principal & family “go bag”
- Store and secure outdoor furniture
- Security of important documents, keys and papers
- Generator and fuel level maintenance
- Assemble disaster supplies
- Storm Shutter/Armor Screen/Kevlar deployment
- Update first aid kit
- Prepare pet care items
- Prepare household supplies (water, batteries, chargers, flashlights, etc)
- Finalize cleanup plan and crews for post storm and line up service crews to inspect post storm damage
After
- Implement cleanup plan
- Facilitate inspection plans (roof, landscape. Fuel, generator, etc)
