Concierge for Family Offices: Why Discretion Is Outsourced
The gap between wealth management and private life
The family office steers investments, structures and taxes – but not the residence in St. Moritz, the family's arrival or the private celebration on Saturday. A concierge for family offices fills exactly this gap: everything private, organised with the same care as the wealth.
Which tasks family offices typically outsource
The range is broader than most think – and grows with trust:
- Residences: care, contractors, staff, home watch
- Travel & logistics: jets, chauffeurs, hotels, routes
- Private occasions: from family celebrations to charity dinners
- Family daily life: schools, doctors, relocations, sourcing
Why external instead of internal?
An internal lifestyle manager quickly costs six figures – with utilisation that fluctuates. An external concierge scales with demand: quiet weeks cost little, intense phases are covered immediately. Plus independence: an external contact has no interest in more effort – only in completed tasks.
What family offices should look for
Three things decide: one dedicated contact instead of rotating contacts, verifiable discretion structures (NDA, no subcontractors without approval) and transparent billing via the family office. Ask specifically – reputable providers answer all three points immediately.
Family office concierge at Swiss PA Services
We support family offices and UHNW families in Switzerland as a discreet extension: one contact, NDA standard, billing via the family office. Free initial consultation – reply within 24 hours.