Here are tasks you might delegate to a Family Office Assistant.

Event & social coordination: family gatherings, charity functions, private / social engagements.

Calendar, travel & logistics: including private jet / yacht travel, multi‑leg itineraries, managing overseas residences.

House & property oversight: maintenance, refurbishment, vendor & contractor coordination.

Household and staff management: liaising with domestic staff, supervising service providers, purchasing & provisioning.

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Family & personal affairs: gift buying, private correspondence, medical appointments, children’s schedule support.

Individuals or families who value discretion, continuity, loyalty, and someone who anticipates needs and builds trust over time.

Clients with multiple locations or assets (homes, travels, residences) who need coordination across geography.

Principals who require an assistant comfortable with both business and personal domains: handling banking or investment admin, estate or property matters, AND managing household affairs.

High‑net‑worth families or family offices balancing business investments, property portfolios, philanthropy, and personal lives.

We offer tailored recruitment paths based on experience level and speed of placement.

Continuity & Personal Fit

Deep matching to your family’s style, values, properties, schedule — so the assistant becomes a long‑term, trusted partner.

Event & Travel Mastery

Plans family travel, private & social events, housing logistics with high standards.

Seamless Logistics & Property Oversight

Manages maintenance, vendor coordination, property upkeep across locations.

Discreet & Trustworthy

Handles sensitive tasks (legal documents, property, staff) with full confidentiality.

Holistic Support

One assistant to cover business, finance, property, lifestyle & personal tasks, reducing need for multiple hires.

Specialist in matching assistants to high demands of family offices: business + lifestyle + personal domains.

Large pool of pre‑vetted candidates with combined business / property / household experience.

Structured process: matching, vetting, guarantee, mentoring — reducing risks in sensitive roles.

Experience in discreet placements for UHNW families, estate & property work, financial & legal processes.

[ 03 ] Candidate Search & Vetting

We pull from our network & active search; verify experience in both private & business assistance; assess capacity for property, finance, vendors.

[ 04 ] Shortlist & Interviews

You review 3‑5 top candidates, with support on interview focus (discretion, judgment, multi‑domain tasks).

[ 05 ] Onboarding & Integration

Assistant is introduced to team/staff, provided briefings, property tours, vendor contacts etc.

[ 06 ] Guarantee & Regular Check‑ins

Ongoing support, performance reviews, replacement if necessary.

[ 02 ] Tier Selection

Choose Premier Match or Express based on depth of matching vs speed needed.

[ 01 ] Discovery & Briefing

Deep conversation to understand your family structure, property(s), business/commercial interests, values, lifestyle, privacy expectations.

Client Profile:
A family with three properties (London, countryside, Mediterranean vacation home), frequent travel, staff in each location, numerous vendors to coordinate.

Challenge:
Overseeing maintenance, vendor contractors, property cleaning, travel logistics, and candidly aligning all properties for readiness when used, was fragmented, reactive, and stressful. Many things fell through because there was no single coordination point.

Solution:
Through Premier Match, we placed an assistant with extensive experience in multi‑property oversight, vendor management, property inspections, and travel coordination. The assistant created a centralized schedule, introduced regular maintenance routines, vendor check‑ins, and travel readiness plans for each residence.

Outcome:

• Proactive maintenance reduced emergency repairs by around 75%
• Travel‑ready property status increased; the family always had one home fully prepared for visits
• Principal recovered ~10 hours/week previously spent overseeing vendors, logistics & property readiness
• Vendors and staff management became smoother; fewer last‑minute calls and corrections

Case Study FO‑A: Property Portfolio & Lifestyle Management

Client Profile:
A principal who runs a family office investing in private equity, manages philanthropic initiatives, and frequently hosts guests / events. They needed someone to handle both business admin and personal / household duties.

Challenge:
Split responsibilities without clarity: business documents, investment reporting, guest event planning, household staff coordination, and travel all competed for time, but no single assistant had the background or trust to handle both domains.

Solution:
We used Premier Match to identify a candidate with both investment / business administration experience and personal / event coordination skills. The assistant now manages investment reporting cycle, liaises with legal & financial advisors, handles event planning (guest lists, travel, accommodations), and oversees property staff.

Outcome:

• Reporting cycles now delivered ahead of schedule, with higher accuracy
• Events are planned well in advance; guest experience improved
• Principal’s time freed up to focus on investment strategy and leadership rather than logistics
• Increased trust, discretion; assistant handles sensitive information with reliability

Case Study FO‑B: Business & Personal Dual Role

Client Profile:
A family office preparing a major philanthropic gala, estate renovations, and schedule of guest visits over summer. The assistant needed to hit the ground running to coordinate events, hospitality, property readiness, and travel.

Challenge:
Multiple overlapping demands with tight deadlines: event planning, property refurbishment oversight, staff scheduling, guest travel—all with high expectations for quality and discretion.

Solution:
Express FO‑Assistant was engaged to provide quick, capable support. Someone with strong organisational skills, vendor coordination, event experience, and travel logistics background. They handled scheduling, guest liaison, vendor booking, property readiness checklists, and travel arrangements.

Outcome:

• Gala and guest events executed smoothly without unexpected issues
• Travel & guest stay logistics managed with less stress; accommodation, transport, staff ready ahead
• Efficiency in vendor coordination improved; cost savings due to better planning
• Principal avoided burnout; got support when demand was highest

Case Study FO‑C: Surge / Interim Support for Estate & Philanthropy Events