Client

Family

Client

Family

Duration

Ongoing

Duration

Ongoing

Location

Austin, Texas & Miami, Florida

Location

Austin, Texas & Miami, Florida

Comprehensive estate operational assessment for newly wealthy family

Multi Estate and Property Management for Family

Property & Asset Management

Client

Family

Client

Family

Duration

Ongoing

Duration

Ongoing

Location

Austin, Texas & Miami, Florida

Location

Austin, Texas & Miami, Florida

The Challenge


A successful entrepreneurial family with primary residences in Austin (5,000 sq. ft.) and Miami (4,500 sq. ft.) was experiencing challenges coordinating their lifestyle across multiple properties. The family owned a 58-foot yacht in Miami and regularly chartered private jets for travel. While they employed administrative staff, they struggled with establishing consistent standards across properties, managing household staff (particularly nannies for their three children), coordinating landscaping and property maintenance, and ensuring proper yacht care. The Miami residence often sat unused for months between visits, leading to maintenance issues upon arrival. The owners were frequently frustrated by the disconnection between their lifestyle needs and property management, spending approximately 12 hours weekly addressing household coordination issues despite having administrative support.

Key Objectives:

  • Create seamless coordination between Austin and Miami properties

  • Establish professional childcare protocols and nanny management systems

  • Implement consistent landscaping and maintenance standards across properties

  • Develop proper yacht maintenance oversight in coordination with other properties

  • Ensure the Miami residence remained in perfect condition regardless of occupancy

  • Streamline travel logistics between properties

Family office and estate management division of responsibilities
Family office and estate management division of responsibilities
Family office and estate management division of responsibilities

Approach


Zenith developed a customized residence stewardship program addressing their multi-property needs:

Assessment Phase (14 days):

  • Conducted comprehensive evaluation of both properties and the yacht

  • Assessed all current staff roles, responsibilities, and performance

  • Analyzed family travel patterns and lifestyle requirements

  • Evaluated vendor relationships across all properties

Strategy Development (10 days):

  • Created unified management structure spanning both properties

  • Developed professional nanny protocols and supervision guidelines

  • Established synchronized maintenance schedules across properties

  • Designed property readiness protocols for the Miami residence

  • Created yacht maintenance integration with property management

Implementation (30 days):

  • Restructured household staff responsibilities with clear reporting lines

  • Implemented professional childcare standards and documentation

  • Established property transition procedures between residences

  • Created comprehensive vendor management across all locations

  • Developed digital coordination systems accessible to owners and key staff

Ongoing Management:

  • Implemented weekly property status reporting

  • Created travel preparation checklists and procedures

  • Established quarterly maintenance reviews for all properties

  • Developed emergency response protocols for both homes and yacht

Results and Impact

Quantifiable Outcomes:

  • Reduced time owners spent on property management from 12 hours to 1.5 hours weekly

  • Decreased annual property maintenance costs by $35,800 through coordinated vendor management

  • Reduced yacht operating expenses by $28,500 annually through integrated oversight

  • Decreased staff turnover by 60% through professional management and clear expectations

Long-term Benefits:

  • Miami residence consistently ready with 24-hour notice

  • Seamless transitions between properties with coordinated staff preparation

  • Consistent childcare standards maintained across both locations

  • Yacht maintenance integrated with residence usage for optimal scheduling

  • Professional documentation of all assets and maintenance records

  • Travel logistics streamlined with property and yacht usage

Estate staff restructuring and training implementation
Estate staff restructuring and training implementation
Estate staff restructuring and training implementation
Luxury asset management systems for art and vehicle collections
Luxury asset management systems for art and vehicle collections
Luxury asset management systems for art and vehicle collections

Final Notes

This case study illustrates how Zenith's residence stewardship creates exceptional value for families with multiple properties and lifestyle assets. By implementing professional management systems across their homes and yacht, we eliminated the coordination gaps that previously consumed the family's time and created frustration. The integration of childcare protocols with property management was particularly valuable, ensuring consistent experiences for their children regardless of location. After three years as clients, they continue to report that our services provide the critical infrastructure supporting their dynamic lifestyle, allowing them to focus on family priorities and business interests rather than property logistics. The coordination between properties, staff, and assets has transformed their experience of multi-residence ownership from a burden to a seamless pleasure.

Other Projects

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Stay Inspired and Informed: We send out data reports infrequently to keep you up to date on companies, trends, and insights into the estate industry from reliable sources.

Newsletter

Stay Inspired and Informed: We send out data reports infrequently to keep you up to date on companies, trends, and insights into the estate industry from reliable sources.