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Tuscan stone farmhouse with shutters, a cypress tree and views across the hills

HOW WE WORK

Clearly organised. Personally cared for.

We consolidate the matters around your property, prepare decisions and coordinate the agreed measures. You keep the overview – without having to deal with every single matter yourself.

REPORTING

Less information. More overview.

Good care does not mean forwarding every single message. We consolidate relevant information, classify matters and make clear where your decision is required.

INFORMATION

For your information.

No decision required.

DECISION

Your approval is required.

We prepare the basis for your decision.

URGENT

Time-critical matter.

We inform you immediately and coordinate the next steps.

REGULAR OVERVIEW

Not just reacting. Keeping an eye on developments.

Depending on the agreed scope of care, we regularly summarise developments, ongoing matters, costs and pending decisions for you in a structured way.

PROPERTY REPORT
A structured overview of ongoing matters and relevant developments.
PERSONAL REVIEW
Depending on the scope of care agreed, we additionally discuss the development of your property with you in person.

CLIENT PORTAL

Your property, transparently in view.

Through the client portal you receive digital access to relevant information about your property on request. Documents, messages and ongoing matters are consolidated in one central place.

DOCUMENTS · MESSAGES · MATTERS · QUOTATIONS · REPORTS

The client portal complements personal care – it does not replace it.

Accounting and payment transactions are not handled through the client portal.

Go to the client portal →
Documentation and structured property records on a working desk

WORKING TOGETHER

From the first assessment to ongoing care.

Before we coordinate on an ongoing basis, we create clarity about the property, its organisation and the actual care requirement.

  1. 01

    GETTING TO KNOW EACH OTHER

    Personal initial conversation

    We get to know you, your property and its existing organisation.

  2. 02

    STRUCTURING

    Property Setup or Property Check

    We create a robust starting point and make existing structures and open matters transparent.

  3. 03

    AGREEING

    Individual framework of care

    Together we define tasks, responsibilities, approvals and the appropriate scope of ongoing care.

  4. 04

    CARING

    Ongoing coordination

    We consolidate matters, coordinate agreed measures and keep you informed in a structured way.

CLEAR RESPONSIBILITIES

We coordinate. Specialists provide the professional work.

Reliable owner representation requires clear responsibilities. Where legal, tax, technical or trade expertise is required, we coordinate suitable qualified specialists – we do not provide the specialist service ourselves.

NOT PART OF OUR OWN PROFESSIONAL SERVICE

  • legal advice
  • tax advice
  • technical surveys
  • site management or technical construction supervision
  • trade work
  • insurance brokerage
  • estate agency
  • condominio administration

We remain your organisational interface and keep an eye on the overall matter.

Arrange a personal consultation