Personal Assistant

Family Office

The Role

Overview

Assist family with travel, scheduling, staff coordination, and luxury lifestyle management.

Key Responsibilities

  • travel logistics
  • smart home
  • digital calendars
  • project management
  • vendor liaison
  • benefits research

Tasks

-Assist with booking entertainment, dining, and special occasions -Liaise with household staff and vendors -Coordinate all personal and family travel logistics -Work closely with the Estate Manager to ensure alignment across operations -Embrace and implement smart home tech, digital calendars, and project management tools -Research and present options for products, services, travel, and events -Maintain complete confidentiality and a high level of service at all times -Maintain packing lists, travel itineraries, and real-time travel support -Research and help establish employee benefits programs, including health insurance -Manage appointments, calendars, wellness, and educational schedules

Requirements

  • communication
  • tech-savvy
  • flexibility
  • luxury travel
  • 3+ years
  • sarasota

What You Bring

Employment is contingent upon passing a background check and the ability to verify professional references You will work directly with the principals on daily personal matters, travel itineraries, wellness and family scheduling, project research, the latest technology devices, and behind-the-scenes logistics that keep their household and lifestyle running smoothly. The family maintains a membership with a luxury lifestyle company, valuing high-touch, anticipatory service. Must be willing to relocate to or already have a residence in Sarasota, FL. A family based in Sarasota, FL, with multiple properties and growing staffing needs, is seeking a Personal Assistant / Lifestyle Manager to support the principals and their children. This position is ideal for a dynamic, resourceful professional with a background in private service, concierge-level logistics, and luxury lifestyle management. -Excellent written and verbal communication skills -Tech-savvy with experience in managing digital calendars, apps, and itineraries -Open to taking a Predictive Index assessment as part of the hiring process -Discretion, warmth, and the ability to communicate without being reactive -Ability to travel and work flexible hours (possibly weekends/beach house, summer in the Midwest) -Strong knowledge of luxury travel, family logistics -3+ years of consistent, recent experience as a Personal Assistant, Family Assistant, or Lifestyle Manager

Benefits

Schedule: 45 hours per week, Monday through Friday, with flexibility. Work beyond traditional work hours is required on occasion. Comp package: Highly competitive salary (commensurate with experience), bonus eligibility, PTO -Track renewals, memberships, subscriptions, and gifting -Comfort working in a fast-moving household

The Company

About Family Office

-Born from a vision to give families bespoke wealth infrastructure, the company crafts tailored investment solutions around properties, private funds, and market securities. -The founders bring decades of financial expertise to guide clients through complex asset orchestration, including private equity placements and public equity holdings. -Typical projects combine real estate development and ownership with exposure to private and public markets. -They also design estate and tax strategies, integrating legal and financial elements to create enduring family legacies. -Headquartered in New York with a presence in Chicago, they specialize in long-term, multi-generational plans supported by expertise in hard assets. -The company stands out by seamlessly integrating real estate, market investments, and strategic tax structuring into cohesive portfolios.

Sector Specialisms

Industrial

Energy

Infrastructure

Buildings

Residential

Commercial

Water Resources

Heavy Civil

Marine

Transport

Utilities

Solar

Wind

Nuclear

Government

Interview Process

-predictive index assessment as part of the hiring process.

Security Clearance

-employment contingent upon passing a background check and verifying professional references.