Comprehensive Estate Management Solutions

Where San Diego and Temecula’s most exclusive estates benefit from expert estate management and concierge estate services, ensuring top-tier property estate care and luxury estate management for your secondary home.

Get a Free Quote

Modern walk-in closet with dark wood shelves and white clothing.

Property Management vs Estate Management

Property Management

Clientele: Real estate investors, landlords, or HOAs managing rental properties, apartment complexes, or commercial buildings.
Scope: Transactional and compliance-based. Focused on the operational performance and profitability of a property.
Responsibilities:
- Collecting rent and handling tenant issues
- Managing lease agreements and evictions
- Coordinating maintenance and repairs
- Ensuring regulatory and code compliance
- Preparing financial reports for owners
Goal: To ensure properties are rented, maintained, and profitable.

Estate Management

Clientele: High-net-worth individuals and families with luxury estates, often with multiple residences.
Scope: Comprehensive, white-glove oversight of the entire estate—not just the property. This includes staff management, vendor coordination, vehicle maintenance, art/security systems, and preparation for owner arrivals or absences.
Responsibilities:
- Overseeing grounds, landscaping, and exterior maintenance
- Coordinating repairs, renovations, and capital improvements
- Managing private staff (housekeepers, chefs, drivers, security, etc.)
- Ensuring privacy and discretion at all times
- Supervising household budgets, inventories, and lifestyle needs
- Acting as a liaison between the principal and all service providers
Goal: To preserve the lifestyle and functionality of a luxury estate while anticipating the owner's needs, often with 24/7 availability.

For Primary Residences:

Elegant white house with a large swimming pool and manicured lawn under clear blue sky.

Daily Oversight & Maintenance

Regular inspections and care of all property system
Supervision of housekeeping, landscaping, and pool/spa maintenance
Coordination of repairs, upgrades, and ongoing maintenance

Vendor & Staff Management

Supervision of household staff (housekeepers, chefs, chauffeurs, etc.)
Hiring and oversight of third-party vendors and service providers
Contract negotiation and quality assurance

Financial & Administrative Management

Tracking of household expenses and budget management
Payment of vendors and detailed financial reporting
Coordination of insurance policies and claims

Owner & Guest Comfort

Preparation of the home for owner and guest arrivals
Coordination of event planning and hospitality services
Management of household inventories and personalized amenities

Security & Safety

Monitoring of alarm systems and implementation of safety measures
Oversight of all visitor and staff entry/exit
Emergency response coordination

Special Projects & Enhancements

Management of renovations and home improvement projects
Expert recommendations to elevate your home’s value and beauty

For Secondary Residences:

Cozy poolside lounge chairs under an umbrella with a stunning ocean view.

Seasonal Maintenance & Preparation

Pre-arrival inspections and seasonal readiness
Ongoing landscaping, pool/spa, and exterior care
Storm preparation and seasonal maintenance

Vendor & Housekeeping Coordination

Periodic housekeeping and deep cleaning
Supervision of vendors for off-season maintenance
Scheduling of landscaping and exterior care

Security & Property Monitoring

Alarm system oversight and emergency response
Regular property checks and detailed status reporting
Mail and package management

Owner Arrival & Departure Support

Stocking pantry and refrigerator prior to arrival
Arranging transportation and concierge services
Personalizing the home to owner preferences

Financial & Administrative Duties

Expense tracking and detailed financial oversight
Payment of bills and vendor invoices
Maintenance of records and insurance coverage

Discretion & Privacy

Handling of all confidential matters with utmost discretion
Personalized recommendations for property enhancements

Comprehensive Estate Management Solutions

Our Mission