Service
Family Office Support
Bespoke operating support for single and multi family offices holding residential real estate. Confidentiality protocols, principal level reporting, and direct alignment with the family's outside counsel and accountants.
What we do
Family offices operate to a different bar. The portfolio is rarely the principal's main business. Confidentiality is not optional. Reporting needs to land in front of the family's principals, their general counsel, their tax team, and sometimes the next generation, in a form each of those audiences can use.
Single is built to drop into a family office's operating model rather than impose ours on it. Information handling protocols are documented in the engagement. Reporting is structured around the principal's decision cadence and the family's external advisor circle. Communications run through whichever channel the office prefers. Site visits, vendor introductions, and tenant interactions follow the protocols the office sets for any third party representing the family.
The portfolio manager works alongside the family's outside counsel, accountants, wealth advisors, and any internal asset team. Where the family has a chief of staff or an investment director, our manager treats that person as the relationship owner and reports against the cadence they set. Where the family wants direct principal contact, the engagement is structured to support it.
What’s included
- Documented confidentiality and information handling protocols
- Reporting cadence and audience set by the family office
- Coordination with outside counsel, accountants, and wealth advisors
- Next generation onboarding support on request
- Site visit and vendor protocols matched to family rules
- Communications routed through preferred family channels
- Direct principal contact where the engagement requires it
- Discreet sourcing for adjacent residential acquisitions
Frequently asked
How family office support runs
From the first principal call through ongoing portfolio operations.
The same disciplined path applied to every portfolio under our care.
- 01
Intake call
We learn about your unit, your tenant situation, and what is and is not working today. No deck. No pitch. A working call.
- 02
Property walk
Your dedicated manager visits the unit in person, photographs the condition, meets the tenant if occupied, and writes a baseline report.
- 03
Plan and proposal
Written proposal with the service mix, realistic rent projection for the neighborhood, and clear pricing. Typically within one business day.
- 04
Handoff
Lease, ledger, vendor contacts, and tenant relationship transfer cleanly to your manager. We send introduction notices that comply with the RTA.
- 05
Day to day
Your manager handles rent, repairs, vendor dispatch, inspections, and tenant communication. You keep the phone number. You stay in control.
- 06
Monthly close
Itemized statement on the same day each month. Every dollar shown. Maintenance threads attached. Year-end summary ready for your accountant.
- 07
Quarterly check-in
A scheduled call with your manager to review performance, plan for renewals, walk through any capital needs, and reset the next quarter.
Engagement
Engage family office support for your portfolio.
Tell us about the portfolio and the scope you need. Senior portfolio management responds with a briefing memo, typically within one business day.