For Family Offices & Institutions
Elevate your client experience without expanding your scope
White Glove operates as a discreet extension of your firm, handling the lifestyle and personal operations that fall outside advisory work, while protecting your client relationships and reflecting your standards.
Your clients' lives extend far beyond their portfolios
When clients need help with travel, events, vendors, or personal logistics, they often turn to you, even though these requests fall outside your core advisory expertise.
You want to help, but you cannot manage every detail without pulling time and focus away from what matters most.
White Glove fills that gap.
We operate quietly behind the scenes as an extension of your firm, managing lifestyle and personal operations with discretion, professionalism, and clear boundaries. Your clients receive seamless support. Your firm stays focused on advisory work.
Partnership Model
How we work with firms
White-Label or Co-Branded
We operate behind the scenes under your firm's umbrella or as a named partner. Your choice. To clients, the service feels like a natural extension of your offering.
Clear Boundaries
We handle lifestyle and personal operations only. No investment advice, legal counsel, tax guidance, or licensed professional services. Your advisory relationship remains fully protected.
Relationship Protection
Your clients remain your clients. We never overstep, market to, or independently engage them. Communication flows through agreed-upon channels.
Consistent Point of Contact
Your firm and your clients work with a dedicated team that understands your standards, preferences, and expectations.
Scope of Support
What we handle for your clients
Lifestyle Coordination
Travel, events, household management, and personal logistics handled with discretion.
Vendor Sourcing & Oversight
Identifying, vetting, and managing service providers across any category.
Complex Problem Solving
Unexpected or sensitive requests that require calm execution, creativity, and follow-through.
Proactive Support
Anticipating needs and resolving issues before they become problems.
Engagement Options
Annual Retainer Partnerships
All partnerships are structured as annual retainers, paid monthly, allowing us to deeply understand your firm, your clients, and your expectations. Third-party services are billed separately at cost.
The difference between engagement levels is not features alone. It is capacity, access, responsiveness, and leadership involvement.
Core Concierge
Steady lifestyle management with business-hours support for those with predictable needs.
This level is best suited when:
- •Requests are steady and primarily logistical
- •Business-hours responsiveness is sufficient
- •Support does not require frequent escalation
Includes
- •Dedicated point of contact
- •Lifestyle and personal operations support
- •Household and vendor coordination
- •Travel planning and logistics
- •Unlimited personalized gifting
- •Business-hours availability
- •Strict confidentiality
Core Concierge enhances the client experience while maintaining simplicity and consistency for your firm.
Premium Concierge
Designed for firms serving high-demand clients with complex lives, frequent requests, and time-sensitive needs.
This level is best suited when:
- •Requests are higher volume or unpredictable
- •Rapid response and decision-making are critical
- •Clients expect white-glove execution without friction
- •Senior-level oversight is required
Includes
- •Everything in Core Concierge
- •Priority access and accelerated response times
- •Direct involvement from senior leadership
- •Extended availability beyond standard business hours
- •Complex, multi-step project management
- •White-glove event and experience coordination
Premium Concierge reflects increased capacity, faster response, and executive-level accountability for your most demanding clients.
Choosing the Right Level
Core Concierge supports consistency.
Premium Concierge supports complexity and urgency.
Both engagement levels protect your advisory relationship and reflect your firm's standards at every touchpoint.
Important Clarity
What we do not do
White Glove does not provide investment advice, legal counsel, tax guidance, or any licensed professional services. We support lifestyle and operational needs only.
Your advisory relationship remains fully intact, and your clients always remain your clients.
Explore a Partnership
We partner with a select number of firms to ensure the highest level of service. Let's discuss whether White Glove is the right fit for your clients.
Request a Partnership Discussion