A Unique Proposition

We are not a concierge vendor. We are your consulting partner with exclusive access to proprietary expertise, oversight, access and inspiration.
We offer insights, content, knowledge and processes that cannot be replicated, because they are based on decades of serving inside the estates of UHNW clients, forming partnerships with the brands they love, and charting courses for deep customer engagement.
Please read on about how we address your needs and ensure a successful outcome as you transition your concierge services, vendors and offerings to recalibrate the experience you create.

Envisioning Success

Our consulting team designed a two-day innovative session for a major U.S. bank seeking to develop a new value proposition and product concept for its ultra high net worth clientele.
The session applied design thinking principles to foster an ‘outside-in’ perspective focused on client share of life. Ideation was powered by the real-world expertise and examples of our top estate managers.
As a result, our consulting team delivered our client a highly differentiated, salient value proposition and product concept, which is now heading to market.

Landscape Challenges

Our knowledge of the UHNW landscape tells us that concierge vendors of all kinds are searching for ways to evolve and improve what they offer – in response to a changing UHNW customer landscape.
We also understand their structural and staffing limitations, because these vendors contact us regularly for help with staff, referral requests and expert guidance in this changing environment.

Our Vision


Recalibrate your concierge services by infusing domestic intimacy with white-glove standards 
on a global and local scale


KEY CAPABILITIES
DETERMINING YOUR OPPORTUNITY

Service Opportunity Demand Assessment and Prioritization

Identify and prioritize the highest impact services for your UHNW clients with qualitative and quantitative research, to determine their needs – and your highest opportunity areas.

Concept Testing

Build out conceptual product prototypes and test with UHNW individuals (we are able to recruit for this research because of our access).

Service and Partner Roadmap

Envision the service roadmap, including key partnership needs by tapping our exclusive partner networks.

BUILDING DEEP EXPERTISE

Click Service circle to see more

Build a service captain team to lead recalibration efforts.
Each Service Captain is a top-tier expert who also has deep subject-matter expertise (SME) in a niche category
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Find out more about our capabilities and expertise in these service areas.
DELIVERING SUPPORT AND GUIDANCE

HOW IT WORKS

  • Build protocols and platforms to infuse new standards and expertise
  • Build the infrastructure that will harness this expertise and inspire your delivery team to raise their game and increase capabilities

KEY OFFERINGS

  • Service Standards inventory and gap assessment
  • Service Transformation Blueprints (vision and strategy for filling gaps and evolving skills)
  • Service Delivery Engagement Tools (Situational Decision Trees, Scripts and Probing Questions to enforce consistency in delivery)
  • Service Engagement Design (Optimization of team structure and workflows)
  • Service Training (videos, live courses, etc.)
  • Service Platform design and build (e.g. information systems, customer profile management, case management workflows and design, etc.)
  • Mystery Shopping to assess your current capabilities and identify weaknesses
CURATING CONTENT AND ACCESS

HOW IT WORKS

  • Develop and curate expert content and access to deepen engagement at every interaction
  • Create the media and communications that bring the content to life – and convey the power of the access in new areas – so that your delivery team will be successful with your end clients

KEY OFFERINGS

  • City Guides – Essentials of local scenes (dining, entertainment, cultural experiences, etc.)
  • Thought Leadership – Editorial point of view on trends, recommendations and reviews
  • Publications – Curated content on an online platform, refreshed with top articles, videos, thought leadership, photo spreads, provided by your team
FORMING UNIQUE PARTNERSHIPS

HOW IT WORKS

  • Extend your ecosystem by tapping our network of highly exclusive, inspired partnerships
  • Facilitate introductions that allow your service teams to tap and navigate top-tier partners and trusted vendors

KEY OFFERINGS

  • Facilitated partner-introduction events
  • Ongoing relationship-building events
  • Partnership ideation, strategy and relationship-building workshops
  • Partner oversight, standards and integration training
WANT TO KNOW MORE?
  • Number of employees in your organization
  • Your company website address
  • Best number to reach you
Our team brings an inspired creativity to bear that is unseen in our industry – perhaps because some of our clients are among the most creative people in the world – and because all of our clients seek outsized inspiration and deep connections in all aspects of their lives.​ As a result, we can create services to guide you to the best in dining and entertainment, either via concierge or through published content that you can leverage as a part of your offerings, including:

  • City Guides – Essentials of local scenes (dining, entertainment, cultural experiences, etc.)
  • Thought Leadership – Editorial point of view on trends, recommendations and reviews
  • Publications – Curated content on an online platform, refreshed with top articles, videos, thought leadership, photo spreads, provided by your team
  • Our team brings an inspired creativity to bear that is unseen in our industry – perhaps because some of our clients are among the most creative people in the world – and because all of our clients seek outsized inspiration and deep connections in all aspects of their lives.
  • Major Milestone Celebrations – Personalized birthdays, etc. with a focus on family and inner circle needs Entertaining and Inspiration Events – Planning, logistics, preparation, catering, risk management, security, etc.
Our team brings an inspired creativity to bear that is unseen in our industry – perhaps because some of our clients are among the most creative people in the world – and because all of our clients seek outsized inspiration and deep connections in all aspects of their lives.​ As a result, we can create services to build out culturally relevant, inspired wine experiences that provide you or your clients with unique access to the most renowned tasting rooms and vineyards in the world. These experiences are further enhanced by knowledge and insights on great wines and wine-producing regions of the world, and access to these regions for those who seek to immerse themselves first-hand.
Our team brings an inspired creativity to bear that is unseen in our industry – perhaps because some of our clients are among the most creative people in the world – and because all of our clients seek outsized inspiration and deep connections in all aspects of their lives.​ As a result, we can create services to build out culturally relevant, inspired art experiences that deliver unique access and exposure to masterpieces and emerging artists contained in exclusive locations and proprietary collections. These experiences are further enhanced by knowledge and insights on art, artists, curators and collectors, and access to these individuals who can offer subject matter expertise and immersion in their craft.

It’s how UHNW individuals think and act – family is a top priority. We know how our clients today want to keep things in the family, inside the inner circle.  This is why they do not link too many people to have access to the details of their lives, especially where money and spending are concerned.

  • Individual and Family Service Connections
    • Personal services, e.g. shoppers.
    • Organizational, health, e.g. seasonal closet edit
    • Relocation services
    • Property and vehicle services, security, etc.
  • Peace of Mind Services
    • Security (individual and private)
    • Clothes protection
    • Home care services
    • Trusted partner referrals based on request
Our team has unique and deep insight into household operations and services, and can offer an incredible level of value on top of your existing concierge – both direct access, and the tools and standards that can be infused into your offerings to add a new dimension to your own capabilities in one of the most intimate areas of your clients’ lives. Operations and Protocols

  • Implement standards and protocols to run houses more efficiently
  • Define and manage budget expectations for household
  • Create and maintain maintenance calendars – standards by each month of year
  • Staffing the house (if they need staff or placement services)

Connections and Extensions

  • Introductions to builders, architects, insurance brokers for art appraisals
  • 3rd party introductions to inventory/ insurance coverage partners (AIG, Chubb)
  • Trusted and vetted vendors, proven track record, insured and bonded – e.g. florists, caterers, event planners, etc.

We build protocols and platforms to infuse our new standards and expertise. Our team builds the infrastructure that will harness this expertise and inspire the delivery team to raise their game and increase their capabilities.

  • Service Transformation Blueprints (vision and strategy for filling gaps and evolving skills)
  • Service Delivery Engagement Tools (Situational Decision Trees, Scripts and Probing Questions to enforce consistency in delivery)
  • Service Engagement Design (Optimization of team structure and workflows)
  • Service Training (videos, live courses, etc.)
  • Service Platform design and build (e.g. information systems, customer profile management, case management workflows and design, etc.)

UHNW individuals may support many causes financially, but they often commit their time, attention and passion to a favorite cause. When they do, this often becomes their number-one focus in life, and their platforms for building broader networks of other UHNWIs.

We help your brand align with these highly specific causes through connection-building and exclusive sponsorship opportunities that cannot be obtained any other way.

Philanthropic Cause and Event Sponsorships

  • Sponsorship opportunities of exclusive charitable events in the homes and estates of clients you want to reach

Philanthropic Connection Consulting

  • Philanthropic ideation and consulting – gain immediate understanding of and connection to our UHNW clients’ deepest philanthropic interests, passions and proprietary organizations