Within Family Office Services
Property Administration & Management Support
Coordinated support for real estate owners, including property reporting, lease tracking, maintenance coordination, vendor oversight, and document organization, all connected to your broader business and family financial picture.
Keep property responsibilities organized, understand what needs attention, and coordinate the people and records supporting your real estate.
Service Areas
What We Coordinate
Six areas of property support, each tailored to your property and agreed scope.
01
Property Records & Document Organization
- Property and ownership-record organization
- Records for personally owned, jointly owned, and entity-held properties
- Lease and amendment organization
- Insurance, warranty, inspection, and vendor-document tracking
- Property-specific document and deadline calendars
02
Property Financial Reporting
- Property income and expense tracking
- Rent charge and receipt tracking where included
- Coordination of property bookkeeping and reconciliations with Tax & Accounting
- Periodic property summaries and owner statements where included
- Tracking of recorded owner contributions and distributions
- Year-end record preparation for the responsible tax professional
03
Lease & Occupancy Administration
- Lease-date and term tracking
- Renewal and expiration reminders
- Tenant/contact record organization
- Move-in and move-out documentation coordination
- Follow-up with existing property managers or authorized professionals
04
Maintenance & Vendor Oversight
- Maintenance-request organization and follow-up
- Vendor scheduling and communication
- Estimate collection and comparison
- Coordination of repair approvals
- Work-order progress and completion-document tracking
- Vendor insurance and license-document expiration tracking where applicable
05
Inspections & Recurring Property Obligations
- Inspection scheduling and documentation coordination
- Move-in/move-out condition-record coordination
- Preventive-maintenance calendars
- Property-tax, insurance, HOA, and registration deadline tracking
- Follow-up on outstanding obligations and required decisions
06
Owner Communication & Decision Coordination
- Periodic property updates
- Tracking owner decisions and authorizations
- Coordination of outstanding questions and requested approvals
- Reporting across multiple properties
- Coordination with the family's existing advisors and property professionals
Property Types Supported
- Primary and secondary residences
- Long-term rental properties
- Multi-unit properties
- Commercial or other properties where supported
- Family- or entity-owned portfolios
Engagement Options
- Initial property organization
- Defined administrative projects
- Ongoing property administration and reporting
- Coordination alongside an existing property manager
- Property support within a broader Family Office engagement
FAQs
Property Support Questions
Let's Talk
Discuss Your Property Support Needs
Book a complimentary 15-minute assessment to explore how property administration fits your portfolio.