Family offices and a private concierge: how to work together

Published 5 November 2026 · ATLAS MAISON editorial team

The principle

The concierge works alongside the office, never around it

Mandate

Who may request, who approves, and spending limits

Payments

Suppliers paid by the family or the office directly

Reporting

A written record of requests and bookings

Discretion

A mutual NDA covering the family and the office

Family offices are built to manage capital, not to find a villa in Saint-Tropez for the second week of August or a doctor in Courchevel at midnight. A private concierge fills that gap, provided the relationship is set up properly from the start.

Why offices use a concierge

Lifestyle requests arrive at all hours, in many countries, and usually urgently. Handling them in-house takes senior people away from their real work. A concierge with relationships across Europe, the Americas and the Gulf handles them, while the office keeps oversight.

Setting the mandate

We agree in writing who in the family may make requests, who approves spending, the limits above which approval is always needed, and who we may speak to in the office, the household and the security team.

Payments and budgets

Suppliers are always paid directly by the family or the office, in their own name. We invoice only our membership and, where it applies, our service charge. Budgets per trip or per season can be agreed in advance.

Confidentiality

A mutual NDA covers the family and the office. Bookings can be made under agreed names, and we never name our clients, anywhere.

Day to day

One dedicated contact for the family, a shared written record of requests and bookings for the office, and a monthly summary if the office wishes. Larger projects, such as a relocation, a property search or an event, are scoped and quoted separately before any work begins. Read more about our private office service.