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Fractional management services

Estate Management Concierge Services

PAC  Estate Management Consultants is a top-level luxury lifestyle management company that anticipates the needs of bespoke properties.  Our professional experience includes over 35 years in estate management and construction management.  Recognized for proactively identifying and resolving problems-through controlling costs, maximizing productivity, and delivering projects on-time and within budget.

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Services

Owners Construction and Renovations Representative New Construction and Renovations Consultant

An owner’s representative/consultant plays a crucial role in assisting clients who are building or renovating a home. Their primary objective is to represent the client’s best interests throughout the construction or renovation process. Here is a description of the services provided by PAC Consultants.
  1. Project Planning / Pre-Construction
  2. Team Selection
  3. Budget and Schedule Management
  4. Design Oversight
  5. Regulatory Compliance
  6. Contractor Oversight
  7. Risk Management
  8. Financial Control
  9. Project Closeout
By providing these services, an owner’s representative ensures that the client’s construction or renovation project is completed efficiently, within budget, and to their satisfaction, while minimizing potential risks and challenges.

Network of Skilled Service Providers

With more than three decades of experience in private estate management, spanning both the East and West Coasts as well as the Midwest, we have cultivated an extensive network of service providers across the entire nation. The majority of these service providers have been referred to us by reputable builders, domestic agencies, and realtors from various regions. Additionally, many of these professionals are individuals and companies we have personally collaborated with over the years.

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Arrival and Departure Preparedness

PAC Consultants services play a crucial role in ensuring the smooth arrival and departure of a principal (the owner or occupant) during their visit to their estate. The services provided by PAC Consultants for both arrival and departure can include:

Arrival Services:

  1. Pre-Visit Preparation
  2. Estate Inspection
  3. Housekeeping and Cleaning
  4. Provisioning
  5. Security Arrangements
  6. Transportation and Arrival Logistics
  7. Welcome Reception
  8. Communication and Itinerary

Departure Services:

  1. Packing and Logistics:
  2. Check-Out and Settlement:
  3. Post-Visit Inspection:
  4. Feedback and Recommendations:
  5. Security Transition:
  6. Follow-Up and Future Planning:

Our goal is to provide a seamless and luxurious experience for the principal during their visit while ensuring that all logistical and administrative details are managed efficiently. This level of attention to detail contributes to a positive and memorable stay for the principal and their guests.

Home Supplies and Gift Purchasing

PAC Consultant services related to supplies and gift purchases typically involve the procurement and delivery of a wide range of goods, including everyday essentials, specialized items, and thoughtful gifts for various occasions. These services can include.
  1. Personal Shopping 
  2. Grocery and Household Supplies 
  3. Specialized Items
  4. Gift Purchases
  5. Corporate Gifting 

 

  1. Event Planning and Gifting
  2. Gift Wrapping and Presentation
  3. Delivery and Shipping
  4. Seasonal and Holiday Services
  5. Return and Exchange Assistance
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Home Disinfecting and Fogging

Disinfecting and fogging with hypochlorous acid (HOCl) has gained popularity as an effective method for sanitizing and disinfecting various spaces and surfaces. HOCl is a non-toxic, environmentally friendly, and highly efficient disinfectant. Here are some key benefits of disinfecting and fogging with HOCl:

  1. Effective Pathogen Elimination:
    • HOCl is a potent disinfectant that can effectively eliminate a wide range of pathogens, including bacteria, viruses, and fungi.
    • It can be used to combat common pathogens like E. coli, Staphylococcus aureus, Influenza, and SARS-CoV-2 (the virus that causes COVID-19).
  1. Non-Toxic and Safe:
    • HOCl is a naturally occurring substance produced by the human body’s immune system to fight infections, making it safe for humans and pets when used as directed.
    • It does not produce harmful fumes or residue, reducing health risks associated with chemical disinfectants.
  1. No Harsh Chemicals:
    • Unlike many traditional disinfectants that contain harsh chemicals like chlorine or bleach, HOCl is free from harmful chemicals, making it gentle on surfaces and materials.
    • It is suitable for use on a wide range of surfaces, including electronics, fabrics, and sensitive equipment.
  1. Environmentally Friendly:
    • HOCl is biodegradable and does not contribute to long-term environmental pollution.
    • It breaks down into salt and water after disinfection, leaving no harmful residues.
  1. Rapid Disinfection:
    • HOCl acts quickly and has a rapid kill time, making it suitable for use in high-traffic areas and on frequently touched surfaces.
    • It can effectively disinfect large spaces in a relatively short amount of time.
  1. Easy Application:
    • Fogging with HOCl is a convenient and efficient application method. The fogging equipment disperses a fine mist, ensuring even coverage of surfaces, including hard-to-reach areas.
    • It is less labor-intensive compared to manual cleaning and disinfection.
  1. Versatile Application:
    • HOCl can be used in various settings, including homes, offices, schools, healthcare facilities, public transportation, and food processing areas.
    • It can disinfect both indoor and outdoor spaces.
  1. Reduced Allergens and Odors:
    • HOCl can help reduce allergens and neutralize odors caused by bacteria or organic matter.
    • It leaves spaces smelling fresh and clean.
  1. Minimal Downtime:
    • The rapid action of HOCl allows for minimal downtime in spaces, making it suitable for use in businesses and public areas where interruptions must be minimized.
  1. Compliance with Health Guidelines:
    • HOCl is recognized by health organizations and authorities, including the CDC, EPA, and WHO, as an effective disinfectant for controlling the spread of infectious diseases.

Staffing / Hiring, Terminating, Onboarding, Training

  1. Staffing / Hiring Services:

Our Staffing/Hiring Services aim to help organizations find the right talent to meet their estate needs. We work closely with our clients to understand their staffing requirements, culture, and goals. Our comprehensive process includes job posting, candidate sourcing, resume screening, interviewing, reference checks, and job offer management. We strive to connect employers with qualified candidates who not only have the necessary skills but also align with the family’s values and mission. Our goal is to streamline the hiring process, reduce time-to-fill positions, and ensure a successful match between candidates and employers.

  1. Terminating Services:

Our Terminating Services offer guidance and support to families facing the challenging task of employee termination. We assist in navigating the legal and ethical aspects of the termination process while minimizing disruptions and ensuring compliance with labor laws and regulations. Our services include advising on termination procedures, conducting exit interviews, handling severance packages, and providing support for both departing employees and remaining staff. Our aim is to facilitate a respectful and smooth transition during difficult times and protect the family from potential legal risks.

  1. Onboarding Services:

Our Onboarding Services are designed to create a seamless and engaging experience for new employees joining your team. We understand the importance of a strong onboarding process in setting the stage for employee success. Our services encompass pre-employment paperwork, orientation programs, company culture immersion, training, and mentorship. We ensure that new hires feel welcome, informed, and equipped to contribute effectively from day one. Our goal is to enhance retention rates, reduce time-to-productivity, and create a positive first impression for new team members.

  1. Training Services:

Our Training Services focus on developing the skills and knowledge of your workforce to drive performance and growth. We offer a diverse range of training solutions tailored to your home’s specific needs.

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HR Services

HR services for private home staff are essential for managing and supporting domestic employees effectively. These services help ensure that the employment relationship is legally compliant, respectful, and beneficial for both the employer and the staff. Here are some HR services that can be provided to private home staff:

  1. Recruitment and Hiring Assistance
  2. Employment Contracts and Documentation
  3. Payroll and Compensation Management
  4. Benefits Administration
  5. Orientation and Onboarding
  6. Performance Management
  7. Conflict Resolution and Mediation
  8. Legal Compliance
  9. Termination and Separation
  10. Training and Development
  11. Confidentiality and Privacy
  12. Employee Assistance Programs (EAPs)

These HR services help private home staff work in a structured, respectful, and legally compliant environment, promoting a positive employer-employee relationship and overall household harmony. Employing these services can enhance the well-being and job satisfaction of domestic employees while ensuring that the employer meets their legal obligations.

Technology Consulting

A private estate(s) or small family office may benefit from technology consultation services to streamline operations, enhance security, and leverage technology for financial management and investment purposes. Here are some technology consultation services that we provide to an estate owner or small family office:

  1. IT Infrastructure Assessment  Network Design and Optimization
  2. Cybersecurity Audits and Solutions   Vendor and Service Provider Selection
  3. Data Management and Backup Solutions   Training and User Education
  4. Cloud Computing and Storage Solutions   Mobile and Remote Access Solutions
  5. Financial Software Selection & Integration   Regular Maintenance and Support

These technology consultation services can help a small family office leverage technology effectively to enhance its financial management capabilities, security, and overall efficiency. The specific services chosen will depend on the family office’s unique needs and goals.

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Author of Estate Management Manuals

Household, operations, and employee manuals offer numerous benefits to home and estate owners. These manuals provide structured guidelines, procedures, and documentation for managing the property and its staff effectively. Here are some of the key benefits:

  1. Consistency and Standardization:
    • Manuals establish consistent procedures and standards for how the property is managed and maintained.
    • They ensure that tasks and operations are performed uniformly, reducing errors and variations in service quality.
  1. Efficiency:
    • Manuals streamline household operations by providing clear step-by-step instructions for tasks and routines.
    • Employees can reference manuals to perform their duties efficiently, saving time and minimizing guesswork.
  1. Employee Training and Onboarding:
    • Employee manuals serve as valuable training tools for new hires.
    • They help employees understand their roles, responsibilities, and performance expectations from the outset.
  1. Transparency:
    • Manuals promote transparency in household management by clearly outlining policies, rules, and procedures.
    • This transparency helps prevent misunderstandings and conflicts between staff and owners.
  1. Legal Protection:
    • Manuals can include legal and compliance information, such as employment contracts and safety guidelines.
    • They provide a record of compliance with labor laws and regulations, which can protect the owner from legal liabilities.
  1. Emergency Preparedness:
    • Manuals can include emergency procedures and contacts for dealing with unexpected situations.
    • This preparedness ensures that staff members know how to respond to emergencies effectively.
  1. Property Maintenance and Care:
    • Manuals contain maintenance schedules and procedures for keeping the property in excellent condition.
    • They help prevent neglect and ensure that the property retains its value over time.
  1. Improved Communication:
    • Manuals facilitate communication between the owner and staff by providing a clear channel for conveying expectations and changes in procedures.
    • They serve as a reference point for discussing household matters.
  1. Confidentiality and Privacy:
    • Manuals can include confidentiality agreements to protect the owner’s privacy and sensitive information.
    • Employees understand the importance of discretion when dealing with personal matters.
  1. Ownership Transition:
    • Manuals are valuable during ownership transitions, ensuring that new owners or managers have a clear understanding of how the property and staff are managed.
  1. Efficient Problem Resolution:
    • In case of issues or disputes, manuals can serve as reference points for resolving conflicts or clarifying procedures.
    • This can help maintain a positive working relationship between the owner and staff.
  1. Peace of Mind:
    • Knowing that household operations and employee responsibilities are documented and standardized can provide the owner with peace of mind.
    • It reduces the stress associated with managing a complex household or estate.
  1. Cost Control:
    • Manuals can help control costs by ensuring that resources are used efficiently and that maintenance tasks are scheduled and budgeted for.
  1. Enhanced Property Value:
    • A well-documented and professionally managed household can enhance the property’s overall value and marketability.

Overall, household, operations, and employee manuals offer structure, clarity, and organization to the management of a home or estate. They contribute to smoother operations, better staff performance, and a higher level of satisfaction for the owner.

Event Planning and Execution

We provide a wide range of services to help individuals, and businesses plan and execute successful events. We use our expertise to handle various aspects of event management, ensuring that everything runs smoothly and meets the client’s objectives. Here’s a description of the services typically provided by our event planners:

  1. Initial Consultation
  2. Event Concept and Design
  3. Budget Management
  4. Venue Selection
  5. Vendor Selection and Coordination
  6. Logistics Planning
  7. RSVP and Guest Management
  8. Audio-Visual and Technical Support
  9. Catering and Menu Selection
  10. Decor and Floral Arrangements
  11. Entertainment and Activities
  12. On-Site Event Management
  13. Guest Experience Enhancement
  14. Post-Event Evaluation
  15. Legal and Regulatory Compliance
  16. Sustainability and Environmental Initiatives
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Art Placement And Rotation

Art placement and rotation services are valuable offerings provided by professionals and organizations to curate, install, and maintain art collections in various settings, such as homes, offices, galleries, and public spaces. These services aim to enhance the visual appeal of spaces and ensure that artworks are displayed optimally. Here’s a description of some services we with art placement and rotation:

  1. Collection Curation
  2. Site Assessment and Planning
  3. Installation and Hanging
  4. Labeling and Documentation
  5. Art Lighting Design
  6. Rotation Strategy
  7. Conservation and Maintenance
  8. Insurance and Documentation
  9. Transportation and Storage
  10. Inventory and Cataloging
  11. Appraisal and Valuation

 

Art placement and rotation services are essential for individuals and organizations looking to display their art collections in an aesthetically pleasing and meaningful way. These services ensure that artworks receive the attention they deserve and are properly cared for, enhancing their longevity and cultural significance.

About Paul

I am a seasoned luxury lifestyle management executive with a distinguished career spanning over three decades in estate and construction management. My reputation is built on my proactive approach to problem-solving, which involves cost control, productivity optimization, and timely, budget-conscious project delivery.

My extensive knowledge, skills, and capabilities enable me to provide comprehensive support to high-net-worth individuals and families in the management of their multiple residences, new construction projects, and philanthropic events, all while upholding their preferred standards. I am well-versed in overseeing both formal and informal homes, single family offices, and corporate environments.

With a track record of over 30 years in estate and construction management, my responsibilities have encompassed day-to-day operations, flawless event execution, and meticulous financial analysis. Those who have worked with me, including previous clients, colleagues, and staff, would describe me as a self-motivated, dynamic professional with extensive experience in managing large, private estates. My personal commitment to excellence drives me to consistently enhance the daily lives of my principal employers.

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Pricing

  • Fractional Estate Management Fee
  1. Full-Time: (54 hour per month)                    Yearly:                 $102,000.00                                           Monthly:              $8,500.00  
  2. Part-Time:                                                     Hourly:                $175.00

Additional Fees

Most of the services listed are covered under the yearly and monthly fractional estate management fees.  Should the hours exceed the monthly balance, the extended hours will be billed at $175.00 per hour.

 All other services not listed below are billed at:              Hourly:  $175.00

  • Owners representation Fees   
        1.             Pre-construction                                Hourly:                $175.00
        2.             Construction Phase                           Per project:         $8500.00 per month
  • Providing Skilled sub-contractors and service providers
        1. Within 24 hour notice                                      15% of service labor costs
        2. Emergencies                                                     20% of service labor costs
  • Providing Staff
        1.             Full time and employed by client                   20% of annual compensation
        2.             Part-time (as needed) through PAC               $65.00 per hour
        3.             Onboarding, Termination,                              Hourly:  $175.00
        4.             Training                                                            Hourly:  $175.00
  • Home disinfecting and Fogging

$100.00 per 2000 sq ft   (Minimum of $400.00)

  • Estate Manuals
        1.             Household Manual      One-time set up fee            $35,000.00 (This generally takes several months to complete)
        2.             Operations, Emergency & Security Manual           $40,000.00
        3.             Employee Manual                                                    $45,000.00
  • Digital Estate Management Software implementation   $15,000.00
  • Travel time : all travel expenses will be billed as follows:
        1. Time (travel time billed at ½ of hourly rate)
        2. Auto travel (.65 cents per mile plus tolls)
        3. Air fair, rental car, food, hotel billed at cost rate plus 5%
  • Notary Service

Billed at California compliance rate depending on the documents to be signed.  Travel time is applicable.

  • Technology Services are billed at 15% of labor costs.
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