The Concierge
Family Office Services
What is a Concierge?
A Concierge within the family office ecosystem, is responsible for securing reservations, travel arrangements, guest logistics, and external service coordination on behalf of principals and executives. The role centers on securing access, handling time sensitive requests, and maintaining trusted relationships with vendors and private networks.
The position requires strong organizational ability, discretion, and the judgment to navigate high touch environments smoothly. In well structured offices, the Concierge ensures that external arrangements are handled efficiently and quietly, allowing principals and leadership teams to move through their schedules without unnecessary friction.
Those interested in the services of a Concierge, may also like to explore the role of the Butler or the Lifestyle Manager. To learn more about working with a Concierge or to begin the placement process, we invite you to connect for a consultation.
Questions and Answers
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In active environments, yes. When travel, guest logistics, reservations, and external coordination are constant, a dedicated Concierge ensures these requests are handled efficiently without drawing senior leadership into daily arrangements.
In smaller structures, the role may be integrated into executive support. Other times, the Concierge may work fractionally.
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Concierges commonly coordinate private travel details, dining reservations, ground transportation, event access, guest accommodations, and specialized service providers. The work often involves time sensitive requests that require discretion and established vendor relationships.
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Yes. In many family office environments, the Concierge handles a range of personal and professional coordination; from private travel and guest accommodations to dining, transportation, and special engagements. The scope reflects the needs of the principal and the pace of the office.
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A Concierge manages coordination and access; arranging reservations, securing services, and setting plans in motion. A Runner handles physical execution between locations. In practice, the Concierge often establishes the destination and timing, while the Runner ensures items move efficiently to and from it.
How to Hire a Concierge.
At The Grocery Store, The Anti-Agency, the process begins with a brief conversation about your office and how you prefer things to run. From there, we quietly define the role and conduct a discreet, highly tailored search to introduce candidates aligned with your standards and pace.
The Grocery Store places Concierge across major residential, metropolitan, and resort destinations:
Southern California, Los Angeles, Malibu, Santa Barbara, Newport Beach, and surrounding communities
Northern California, San Francisco, Atherton, Palo Alto, Woodside, and the greater Bay Area
Florida, Miami, Palm Beach, Boca Raton, and neighboring coastal areas
New York City and New York State, the Upper East Side, Upper West Side, SoHo, TriBeCa, Chelsea, Brooklyn, the Hamptons, and the greater Tri-State area
Connecticut and nearby regions, Greenwich, Stamford, Westchester, and surrounding communities
New England, Boston and surrounding areas of Massachusetts, as well as Nantucket and Martha’s Vineyard
The Midwest, Chicago and surrounding areas
Washington, D.C. metropolitan area, Maryland and Virginia
Texas, Houston, Austin, Dallas, and other major cities
The Pacific Northwest, Seattle and Portland
Resort destinations, Aspen, Colorado, and Jackson Hole, Wyoming
The Hawaiian Islands, Honolulu, Maui, and the North Shore
Nationwide, with select international placements
