For family office principals and operations teams
Give each request a clear home across the family, office and service providers. Your assistant can organize schedules, vendor correspondence and entity administration. Knows The Drill recruits and prepares them for your family office and agreed responsibilities before handoff.
Find your assistantA property vendor sends a renewal to the principal. An advisor needs a meeting, and a travel change affects the family's calendar. Each request has its own entity, approver and supporting information.
An assistant can gather that context, route the request and track the response. Define the role around coordination your office can delegate, with careful distinctions between preparing a decision and having authority to make it.
The work to hand off
Record the entity, property or responsibility a request concerns. Gather the supporting correspondence and send the question to the designated office contact, keeping the next action visible until a response is recorded.
What you get back: A request register with entity, approver and status
Use the principal's priorities and the office's scheduling rules to arrange meetings across advisors, family commitments and travel. Attach preparation materials and bring conflicts back with workable options.
What you get back: A coordinated calendar with context and unresolved choices
Organize approved documents by entity and purpose using your filing rules. Track review dates supplied by the office, identify missing versions and prepare records for the professional responsible for the matter.
What you get back: An indexed document set with review dates and owners
Collect preferences, vendor confirmations and timing constraints for the requested arrangements. Prepare an itinerary or service schedule, track changes and route decisions involving cost or access to the authorized person.
What you get back: A logistics brief with confirmed arrangements and pending approvals
Illustrative workflow
Use this example to define how an administrative request moves through your office.
Assistant preparesRecord the vendor request and the property or entity named in it.
Your office decidesWho is responsible for reviewing the request.
Assistant preparesLocate the current agreement and the vendor's proposed changes.
Your office decidesWhether the proposal needs professional or commercial review.
Assistant preparesPrepare a comparison of stated changes with source links.
Your office decidesWhether to renew, negotiate or seek another option.
Assistant preparesRecord the decision and coordinate the authorized next step.
Your office decidesAny contractual commitment or payment authorization.
Illustrative example — not a client record
Use this illustrative renewal record to show how a request reaches its decision owner.
Ready to hand over when: The property, responsible entity, supporting documents and approval route are identified, with missing information clearly listed.
Download the blank template (CSV)No email required. The file includes field names and guidance, with blank spaces for your own inputs. Use it to describe the work during matching; keep private client information out of an initial inquiry.
Shape the role around the workload
Managed support provides a dedicated, full-time assistant. Direct-hire responsibilities, hours and employment terms are agreed during matching.
Agree which information the assistant needs, who can authorize changes and how requests move between the office and outside professionals.
Recruit. Prepare. Hand over.
First, we discuss your niche and the work you want your assistant to own. Then we recruit and prepare them in depth for the industry and responsibilities agreed with you before handoff. The matching conversation defines the skills, tools and preparation time your role needs.
We assess English fluency, practical problem-solving and independent judgment, so your assistant can work through the next step and recognize when to bring you in.
A dedicated, full-time assistant through our service, with ongoing support from our team. One monthly fee.
Explore managed supportWe recruit and train an assistant for you to hire directly into your team. You manage the day-to-day. One placement fee.
Explore direct hiringThe examples on these pages are a starting point. Bring the broader range of work you want covered to the matching call. We agree responsibilities, preparation time, working hours, fees and terms before you start.
Show us the coordination that travels between your principal, entities and vendors. We will help define the responsibilities and preparation the role needs.
Explore other ways to organize the work around your team.
