Membership Plans
Choose the level of stewardship that fits your estate's size, complexity, and your lifestyle.
Three Stewardship Tiers
Compare features across our membership plans
| Feature | Essential | Signature | Estate |
|---|---|---|---|
| Visit Frequency | Monthly | Bi-weekly | Weekly |
| Exterior Inspection | ✓ | ✓ | ✓ |
| Interior Inspection | ✓ | ✓ | ✓ |
| Systems Monitoring | ✓ | ✓ | ✓ |
| Photo Reports | ✓ | ✓ | ✓ |
| Issue Escalation | ✓ | ✓ | ✓ |
| Vendor Coordination | Basic | Full | Full + Project Oversight |
| Emergency Response | Business hours | 24/7 | 24/7 + Priority |
| Seasonal Prep | Add-on | Included (2x/year) | Included (4x/year) |
| Concierge Services | Add-on | 2 hrs/month | 5 hrs/month |
| Advisor Coordination | — | — | ✓ |
Plan Details
Essential
Stewardship Plan
Ideal for simpler estates or owners who are frequently in residence but want regular oversight and reporting.
Visit Frequency
Monthly
- Monthly property inspections
- Exterior and interior checks with photo documentation
- Basic vendor coordination for routine maintenance
- Issue escalation and reporting
- Business-hours emergency response
Best For
Simpler estates, in-town owners
Investment
Contact for pricing based on property size and location
Most Popular
Signature
Stewardship Plan
The right fit for most luxury homes and absentee owners who want proactive stewardship and peace of mind.
Visit Frequency
Bi-weekly
- Bi-weekly property inspections
- Full vendor coordination and oversight
- Two seasonal preparation visits per year (spring/fall or winter/summer)
- 24/7 emergency response
- 2 hours per month of concierge services included
- Detailed reporting after every visit
Best For
Most luxury homes
Investment
Contact for pricing based on property size and location
Estate
Stewardship Plan
Designed for complex estates, multi-generational properties, and owners who require the highest level of oversight and coordination.
Visit Frequency
Weekly
- Weekly property inspections
- Full vendor and project oversight (renovations, seasonal projects, specialty work)
- Four seasonal preparation visits per year
- Priority 24/7 emergency response
- 5 hours per month of concierge services included
- Advisor and estate attorney coordination (reports, documentation)
- Long-term property planning and capital improvement tracking
Best For
Complex/legacy estates
Investment
Contact for pricing based on property size, complexity, and coordination needs
Additional Services Available
Enhance your stewardship plan with additional concierge, maintenance, or specialty services
-
Additional concierge hours
(purchased in blocks)
- Event setup and coordination
-
Lake property specialty services
(boat detailing, dock refinishing)
-
Seasonal deep-cleaning
coordination
- Renovation and remodeling project management
- Travel coordination (property prep for extended absence)
Ready to Protect Your Estate?
Schedule a confidential consultation to discuss your property, lifestyle, and stewardship needs. We'll recommend the right plan and provide transparent pricing.