AI

UHNW Household & Property Operations

Categories

Household & Estate Systems

Client

Investment Family Office

Project

Haven

Services

Household Systems Vendor Coordination Staff Management Budget Oversight Regulatory Approvals

Year

2020-2024

Situation
A UHNW executive maintained two luxury residences, one in DC and one in the U.S. Virgin Islands, that operated with siloed systems. Household staff, vendors, deliveries, repairs, and personal logistics were loosely coordinated, which often led to avoidable disruptions.

At the same time, the family was embarking on two separate property renovations:

  • A renovation in Dallas

  • A renovation in Cambridge, where any exterior changes required approval from a historical preservation committee

The properties needed to function smoothly and be in compliance with the city while renovations progressed in the background.

Challenge

Balancing daily residence operations while managing long-term renovation projects meant:

  • Preventing household disruptions during construction phases

  • Coordinating multiple vendors and contractors across cities

  • Managing budgets, contracts, and timelines without overexposure

  • Aligning expectations between the executive, family, architects, and builders

  • Navigating historical committee protocols, neighbor inquiries, and approvals in Cambridge

  • Protecting privacy while multiple external teams had partial access

What I Did

  • Built a centralized household operations system for schedules, maintenance, and staff workflows

  • Established structured communication between residence teams and corporate support

  • Oversaw vendor planning, bids, contracts, and service accountability

  • Coordinated directly with contractors and architects on both renovations

  • Managed timelines, approvals, and documentation for the Cambridge historical committee

  • Strategically scheduled construction milestones to minimize household disruption

  • Clarified roles for household staff so everyone understood responsibilities and escalation paths

  • Tracked expenses and ensured alignment between project scope and budget

I served as the connective tissue between design professionals, contractors, staff, and the executive, ensuring decision flow stayed organized.

Situation
A UHNW executive maintained two luxury residences, one in DC and one in the U.S. Virgin Islands, that operated with siloed systems. Household staff, vendors, deliveries, repairs, and personal logistics were loosely coordinated, which often led to avoidable disruptions.

At the same time, the family was embarking on two separate property renovations:

  • A renovation in Dallas

  • A renovation in Cambridge, where any exterior changes required approval from a historical preservation committee

The properties needed to function smoothly and be in compliance with the city while renovations progressed in the background.

Challenge

Balancing daily residence operations while managing long-term renovation projects meant:

  • Preventing household disruptions during construction phases

  • Coordinating multiple vendors and contractors across cities

  • Managing budgets, contracts, and timelines without overexposure

  • Aligning expectations between the executive, family, architects, and builders

  • Navigating historical committee protocols, neighbor inquiries, and approvals in Cambridge

  • Protecting privacy while multiple external teams had partial access

What I Did

  • Built a centralized household operations system for schedules, maintenance, and staff workflows

  • Established structured communication between residence teams and corporate support

  • Oversaw vendor planning, bids, contracts, and service accountability

  • Coordinated directly with contractors and architects on both renovations

  • Managed timelines, approvals, and documentation for the Cambridge historical committee

  • Strategically scheduled construction milestones to minimize household disruption

  • Clarified roles for household staff so everyone understood responsibilities and escalation paths

  • Tracked expenses and ensured alignment between project scope and budget

I served as the connective tissue between design professionals, contractors, staff, and the executive, ensuring decision flow stayed organized.

Outcome

  • Fewer last-minute crises and fewer duplicated expenses

  • Clear communication replaced fragmented updates

  • The Cambridge renovation passed historical committee approvals efficiently and respectfully and successfully won city approval for a curb cut

  • Staff morale improved thanks to consistent direction

  • The executive enjoyed functional homes without having to manage any operational burden

The renovations progressed while daily life remained uninterrupted, which is exactly how it should feel at this level.

Outcome

  • Fewer last-minute crises and fewer duplicated expenses

  • Clear communication replaced fragmented updates

  • The Cambridge renovation passed historical committee approvals efficiently and respectfully and successfully won city approval for a curb cut

  • Staff morale improved thanks to consistent direction

  • The executive enjoyed functional homes without having to manage any operational burden

The renovations progressed while daily life remained uninterrupted, which is exactly how it should feel at this level.