Every System. Every Vendor. Every Detail. Handled.
Estate management for Charlotte and Lake Norman homes. Property inspections, emergency response, vendor coordination, project oversight—all on a simple monthly retainer.
What's Included in Your Monthly Retainer
Your monthly retainer covers everything below. No surprise charges. No nickel-and-diming.
We Inspect Every System So You Don't Have To
Every visit follows a systematic protocol. We check each system in your home—the kind of inspection that catches small issues before they become expensive ones.
- HVAC systems operation and filter maintenance
- Plumbing fixtures and water heater inspection
- Electrical panels and lighting systems
- Security system verification and testing
- Irrigation controllers and outdoor systems
- Pool and spa equipment monitoring
- Generator testing (if applicable)
- Interior and exterior condition assessment
You Get a Full Report After Every Visit
Within 24 hours of every visit, you receive a written report with photos, findings, and recommendations. Urgent items are flagged immediately.
No guessing. No surprises.
- Written status reports within 24 hours
- Photo documentation of all findings
- Maintenance recommendations
- Upcoming service reminders and schedules
- Priority flagging for urgent items
- Historical maintenance tracking
24/7 Emergency Response
We don't just show up and wait for a contractor. We diagnose the issue, mitigate the damage, and bring in the right specialist with a clear scope of work.
That often saves you thousands in emergency-rate markups.
- 24/7 on-call emergency availability
- Immediate on-site response for emergencies
- Technical troubleshooting and diagnosis
- Temporary repairs to prevent damage
- Emergency vendor dispatch and coordination
- Damage mitigation and documentation
Vendor & Contractor Coordination
We vet contractors, coordinate schedules, oversee the work, and review invoices. You never have to chase anyone.
- Contractor vetting and recommendations
- Service scheduling and coordination
- Property access for service providers
- Work quality inspection and verification
- Invoice review for accuracy
Note: One-off repairs and services are always included. If you want us to oversee your regular recurring providers (housekeeper, landscaper, pool service), that's available as an add-on.
Renovations and Repairs—We Manage It Start to Finish
Whether it's a $3,000 HVAC repair or a $20,000 bathroom renovation, we manage it end-to-end. Contractor selection, scheduling, progress updates, quality inspections, budget tracking.
Projects under $25,000 are included in your retainer at no additional cost.
- Contractor selection and vetting
- Project schedule coordination
- Regular progress monitoring and updates
- Quality assurance inspections
- Budget tracking and management
Optional Add-Ons for Specialized Needs
For properties with household staff, complex systems, or marine assets—these services are available as add-ons to your base retainer.
Ongoing Vendor Oversight
Regular quality management and coordination for service providers who visit weekly or monthly.
Household Staff Management
Complete oversight of household employees including performance management, scheduling, and standards training.
Specialized System Monitoring
Enhanced monitoring for critical property systems requiring specialized attention and proactive management.
Note: Wine cellar and home theater/AV monitoring are included in base retainer at no additional charge.
Marine Asset Management for Lake Norman Properties
Specialized boat, dock, and watercraft management for Lake Norman waterfront properties. Managed with deep technical expertise in marine systems—not just a property manager with a boating add-on.
We understand exactly how boats should be maintained, stored, winterized, and commissioned—and how to spot problems before they become expensive.
Seasonal Marine Services
Lake Norman Waterfront SpecialtyDeep technical expertise in marine systems provides knowledge traditional property managers simply don't have.
Concierge & Household Services
Whether you're returning from a weekend trip or a month abroad, your home should be exactly the way you want it. Stocked, climate-controlled, spotless, and ready.
These services make that happen.
Home Provisioning
Grocery shopping and home stocking before your arrival
Arrival Preparation
Property readied with climate control, lighting, fresh flowers
Package Handling
Secure receipt and coordination of all deliveries
Vehicle Coordination
Detailing, maintenance scheduling, service oversight
Professional Organization Services
Closets, storage areas, garages—one-time organization projects to create functional, efficient spaces.
Purchasing Coordination
Research, purchasing, and coordination for household items, furnishings, and equipment.
How Often Should We Visit Your Property?
Choose the schedule that fits your property and how often you're there.
Best if you're living in the home full-time and have an eye on things day-to-day. We handle the systems-level inspection you'd miss.
Ideal for most properties, frequent travelers, and vacation homes during active season.
Best for unoccupied properties, extensive grounds, complex systems, or vacation homes during off-season.
Let's Talk About Your Property
Schedule a consultation. We'll create a service plan tailored to your property.