Estate Management
Your property,
actively managed.
A recurring monthly retainer focused on your home's operations — maintenance scheduling, vendor accountability, and proactive issue-spotting, so you are never the one chasing anyone down.
Retainer inclusions
What every month includes.
Monthly
Household walkthrough & condition report
A systematic review of interior and exterior conditions — catching small issues before they become expensive ones, documented in writing.
Ongoing
Vendor scheduling & oversight
We manage scheduling, follow-up, and quality review for every contractor, service provider, or tradesperson touching your property. You are removed from the day-to-day relationship entirely.
Ongoing
Maintenance calendar management
HVAC, generator, pool, landscaping, seasonal systems — we maintain the full preventative maintenance schedule for your property and ensure nothing is missed.
As needed
Renovation & contractor project oversight
For ongoing or smaller-scale home improvement work, we act as the owner's representative: scoping, scheduling, managing, and reporting on progress.
Ongoing
Household staff coordination
A single point of contact for managing the relationship with housekeepers, groundskeepers, or other household staff — without you in the middle.
Seasonal
Seasonal turnover
Pool openings and closings, holiday setup and teardown, seasonal property preparation — coordinated in advance so nothing is rushed.
As needed
On-site representation
When you can't be there — for a delivery, inspection, or repair — we are. Your interests, represented in person.
Emergency
Emergency coordination
Storm response, contractor no-shows, after-hours situations — we have a protocol and a bench of vendors available when it counts.
Monthly
Status report
A clear, written summary of what was completed, what is upcoming, and what requires your attention — a deliverable format borrowed directly from professional project management. You should never have to ask how things are going.
Retainer tiers
Priced by scope, not guesswork.
A full-time estate manager in Connecticut typically costs $150,000–$200,000+ per year in salary alone — before benefits, payroll tax, or the risk of a single point of failure. Our retainer delivers the same function at a fraction of that cost, with two professionals and built-in redundancy.
Essential
$1,200 – $1,800 / mo
Up to 8 hours/month
Monthly walkthrough and condition report
Vendor scheduling and follow-up
Maintenance calendar oversight
Monthly status report
Comprehensive
$2,200 – $3,200 / mo
Up to 16 hours/month
Everything in Essential
Full vendor management and invoice review
Staff coordination
Renovation project oversight
Priority emergency response
Multi-Property
$3,500+ / mo
Custom scope
Coordinated oversight across 2+ properties
Seasonal opening and closing
Cross-property vendor management
Tailored scope and reporting
Lifestyle Management can be added to any Estate Management retainer. Pricing for combined engagements is discussed during your initial consultation.
Is this right for you?
Who we work with.
You own a primary or secondary residence in lower Fairfield County that requires active, ongoing attention
You travel frequently or split time between properties and need reliable local management when you are away
You have had frustrating experiences with vendors who don't show, don't follow up, or don't meet expectations
You want proactive communication — to hear about issues before they become problems, not after
You are accustomed to a high standard and want your home managed to that same standard