Clear Visibility Into Your Clients' Homes
A family's homes are often among its largest assets, and among the hardest to see into. I give families and their advisors one accountable person for each property, with reporting you can use.
I'm Alec Lister, an estate manager with Alerion Estate Management, based at Lake Norman. Services are contracted and delivered through Alerion, which is insured, and I am the point of contact from the first call. More about me
What the Family Gets
One accountable person
For the home, the grounds, the vendors, and the dock, with one number to call.
Reporting that fits your process
A written report after every visit, adapted to the format your office already uses.
Vendor billing in one place
Invoices checked against what was quoted, paid once the work is verified, and consolidated into one monthly bill.
Discretion as standard
Clients are never named, nothing is posted, and NDAs are normal on request.
The Estate Manual
For a newly acquired home, the Estate Manual creates the baseline record: every system, warranty, and shut-off documented, with a maintenance schedule that carries through any change of staff or ownership.
What goes into an Estate ManualWhat It Means for You
You already track the family's investments, tax, and insurance. The homes deserve the same attention, and a clear record of what they need and what has been done.
I work alongside family offices, wealth advisors, household staff, and designers routinely, and fit into the reporting and approvals your office already has in place. Anything beyond a home's agreed monthly hours is approved first.
When It Helps Most
Newly acquired homes
A documented baseline and a maintenance calendar from the start.
Second homes
Homes on Lake Norman that sit empty between family visits.
Projects and renovations
Managed from scope to final walkthrough, with the budget tracked.
Households with staff
Schedules and standards kept consistent across the year.
How Referring Works
Nothing to sign and no arrangement to agree.
Pass along my details
Give your client my name and number, or send me theirs with their permission.
Or bring me in early
I am happy to walk a property with you before or after closing.
I take it from there
Your client works with me directly, and their agreement runs through Alerion Estate Management.
Common Questions
How do we start?
Introduce me to the family, or ask me to walk the property with you. There is nothing to sign to make an introduction.
Can reporting match our format?
Yes. Some offices want every detail and others want a short summary of condition, upcoming work, and spending. I adapt to whatever your office already uses.
How is the service priced?
Each home is scoped to a set number of hours a month, based on the services it needs and its size. The family pays a fixed monthly fee for that time, typically 10 to 25 percent of what a full-time estate manager would cost.
Who does the family contract with?
The agreement is with Alerion Estate Management, which is insured. I am the point of contact for the family and for your office.
Have a Family That Could Use This?
Introduce me, or ask me to walk a property with you. I reply personally within one business day.
Talk with Alec