Confidentiality & Discretion

We are deeply embedded in our members’ lives. We hold keys, codes, and access to the most private spaces in their homes. That level of trust requires an equally serious approach to protecting it.

Your Name Stays Out of It

Client names are pseudonymized in all internal communications. When our team discusses a property, they use a code, not a name. If a client doesn’t already have a property code, we create one.

Vendors are briefed on a need-to-know basis only. They receive the information required to do their work and nothing more. If someone on a job site asks who lives here, the answer from our team is always the same: just a client.

Security Systems, Access, and Surveillance

We manage security systems, surveillance systems, and access control for our member properties. That means we hold gate codes, alarm credentials, camera access, and entry protocols. The scope of what we have access to is extensive, and we treat every piece of it with classified-document rigor.

Every piece of access data is stored, shared, and retired with the same care you’d expect from a wealth advisor managing financial credentials. When codes change, old credentials are purged. When a vendor needs temporary access, it’s granted for the scope of that visit and revoked after.

Who We Let Through the Door

All team members undergo comprehensive background checks before they ever set foot on a member property. But the screening goes further than that. We evaluate whether someone’s personality and character are right for this work, because technical skill alone isn’t enough when you’re inside someone’s home every month.

The bar is high, and it stays high. That rigor is part of why average team tenure exceeds eight years. People who clear it tend to stay, and that consistency is what allows members to trust the same faces showing up at their property year after year.

How We Conduct Ourselves on Your Property

Many of the properties we manage have extensive camera and surveillance systems. Our team operates with the assumption that they are always on camera, because they usually are. That’s not a burden. It’s a standard we welcome.

We minimize the number of outside people entering a property whenever possible. Our stewards handle as much hands-on work as they can directly, keeping traffic low and familiarity high. When outside trades are required, they’re vetted, briefed, and supervised.

Standard Operating Procedure

None of this is a premium add-on. It’s not a special request or an upgraded tier. This is how we’ve operated since the beginning, because the people whose homes we manage expect nothing less.

Confidentiality isn’t a feature we advertise to attract clients. It’s an operational requirement that governs how we work, who we hire, and how we communicate. Every member receives the same level of discretion regardless of their membership tier.

Questions about how we protect your privacy?

We’re happy to walk you through our protocols in detail. Some things are easier to explain in conversation.