The Challenge
A high-net-worth principal in Houston required a Personal Assistant capable of overseeing the full
scope of household and family operations across four properties. The requirements were precise: at
least five years of experience supporting a high-net-worth principal, family office, or private
household, with property and estate management experience highly desired. The role demanded far
more than administrative competence—the principal needed someone who could serve as a trusted
gatekeeper for her calendar and inbox, coordinate complex domestic and international travel,
manage vendor relationships and household payroll, and execute high-touch dinners and events, all
while overseeing pet care and family logistics with warmth and discretion. The complexity of this
search centered on finding a candidate who combined uncompromising judgment and reliability with
a genuine service orientation, someone equally comfortable negotiating a contractor bid as
coordinating a black-tie dinner party.
Our Solution
Our methodology focused on identifying candidates with direct experience managing multi-property
households for high-net-worth or ultra-high-net-worth families, prioritizing those who demonstrated
both operational rigor and interpersonal polish. After rigorous evaluation of candidates’ backgrounds
in estate management, event planning, and personal logistics, we presented a shortlist of
accomplished professionals with proven track records of anticipating principal needs and executing
across multiple domains simultaneously. The selection process concluded in the placement of a
candidate currently supporting an ultra-high-net-worth family, bringing hands-on expertise in
property oversight, household financial tracking, and high-touch event execution. Her steady
judgment, attention to detail, and genuine enthusiasm for family-centered work allowed the principal
to redirect her focus toward her children and philanthropic commitments, confident that every
operational detail of her household and lifestyle was being handled with care and precision.
