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Selected role: FAMILY OFFICE STAFF
Selected role: FAMILY OFFICE STAFF
FAMILY OFFICE STAFF
Katie is an experienced Family Assistant with over 7 years of expertise supporting UHNW families in California and Florida. She is known for her discretion, organization, and ability to anticipate family needs, ensuring the smooth daily running of busy, fully staffed households. Skilled in household coordination, travel logistics, event planning, and staff supervision, Katie provides hands-on assistance to principals and their children with professionalism and grace. Her background in estate management adds valuable strengths in budgeting, vendor relations, and property oversight, allowing her to deliver a seamless, elevated level of service that ensures comfort, efficiency, and peace of mind for the families she supports.
FAMILY OFFICE STAFF
Leila is a highly accomplished Executive Personal Assistant and Family Assistant with over 15 years of experience providing comprehensive support to UHNW individuals, executives, and their families. She is adept at managing complex calendars, coordinating domestic and international travel, and overseeing household operations with exceptional organization and discretion.
Her extensive background includes supervising household staff, managing budgets, and handling confidential correspondence and documentation with the highest level of professionalism. Leila is known for her proactive approach, problem-solving abilities, and strong attention to detail, ensuring seamless efficiency in fast-paced, dynamic environments.
FAMILY OFFICE STAFF
Pauline is a highly accomplished professional with over 18 years of experience supporting ultra-high-net-worth individuals (UHNWIs), executives, and board-level leaders across finance, real estate, consulting, media, and brand management. She brings a proven track record of strategic leadership, human resources management, complex logistics coordination, and high-level operational oversight.
Her expertise spans estate and asset management, succession planning, philanthropic initiatives, and compliance, while also excelling in team leadership, crisis mitigation, and confidential executive support. Pauline has successfully managed global travel logistics, multi-residence operations, and diverse domestic and international teams. She is adept at anticipating needs, negotiating contracts, and streamlining processes to maximize efficiency and protect her principals’ interests.
With an MBA in Finance and advanced HR certifications, Pauline combines strong business acumen with discretion and adaptability, making her a trusted right hand to leaders in both corporate and private settings.