REQUEST VIP coordinates family office concierge work across lifestyle, travel, residences, education, staffing and specialist providers, within authority set by the family. The role is operational: organise information, proposals, approvals and handoffs. It does not include investment management, custody, fiduciary decisions or professional legal, tax, immigration, medical or security advice.
Key Facts
- “Family office” can describe different legal and operating structures; regulatory treatment depends on jurisdiction, ownership and activity.
- A concierge coordinator should follow the family’s governance, not create or replace it.
- Delegated authority, budgets, data access and escalation must be specific to roles and request types.
- Each regulated adviser or specialist remains responsible for their own advice, licence and engagement.
Lifestyle Management and Family Travel
Lifestyle management can bring recurring reservations, calendars, gifting, personal projects and supplier research into one workflow. Begin with family members, assistants and office staff who may instruct, plus approval thresholds and preferred reporting. The lifestyle concierge service can support recurring personal requests only within its separately confirmed hours and terms.
Family travel requires another layer: passenger documents, rooms, companions, school dates, ground movements, privacy and medical or mobility needs. The coordinator can consolidate logistics, but the responsible airline, hotel, carrier and specialist still contract on their own terms. Immigration and entry questions must be referred to qualified advisers, and clinical travel limitations to the treating physician.
Education Consulting, Residential Services and Staff Recruitment
Education consulting may coordinate research, calendars, document collection and meetings with qualified advisers. It should not promise admission or speak for a school. The dedicated education consulting brief should identify the student, curriculum, locations, timeline and adviser’s exact role.
Residential services can cover an operating calendar, approved maintenance, arrival readiness, inventories and communication with property professionals. Ownership decisions, leases, construction, employment and tax consequences stay with the family’s appointed advisers. Household staff recruitment requires a written role, lawful hiring route, background-check consent, references, compensation framework and clarity on the employer of record. REQUEST VIP’s recruitment permissions and screening standard are not yet verified.
Security Coordination, Medical Coordination and Relocation Support
Security coordination starts with a qualified risk assessment. A concierge can schedule meetings and connect approved specialists, but cannot represent a normal chauffeur, general assistant or unlicensed vendor as a protection professional. The private security scope should identify jurisdiction, licensing, information boundaries and command structure.
Medical coordination is limited to appointments, authorised document flow and practical logistics. The licensed physician or clinic evaluates, diagnoses, recommends, treats and decides fitness to travel. REQUEST VIP should not interpret records or retain health information without a confirmed lawful process.
Relocation support links housing, schools, transport and the move calendar with appointed immigration, legal and tax professionals. REQUEST VIP does not replace those advisers or promise a visa, residency, company, tax result or deadline. Use the relocation service to separate practical tasks from regulated work.
Governance, Professional Boundaries and Terms
The family should nominate an engagement owner, authorised requesters, spending limits and people permitted to receive reports. Define how identity is checked for bank-detail changes, travel-document requests, property access and high-value approvals. A decision log should show instruction, options, approver, contract, cost, deadline and final status while limiting unnecessary personal data.
Every supplier proposal should identify the contracting party, diligence performed, scope, fee, commission or conflict where relevant, deposit, cancellation, insurance and complaint route. REQUEST VIP must not handle client assets, execute investments, provide regulated advice or present itself as the family’s legal family office unless independently established and authorised to do so.
The commercial agreement should distinguish project fees, any continuing fee and third-party costs. No retainer, minimum term, response target or continuous coverage should be published until a dated REQUEST VIP schedule confirms it.
The parent private client services hub explains how this coordination fits alongside the wider non-regulated service scope.
How It Works
- Map family entities, people, locations, advisers, authorised requesters, budgets and priority workflows.
- REQUEST VIP confirms its operational scope, exclusions, contacts, data process, fees and service hours.
- Route each task to the appropriate provider; review authority, diligence, contract, risk and deadline.
- Approve execution and maintain a concise record of decisions, costs, handoffs and outstanding actions.
CTA
Send REQUEST VIP the family’s operating map, authorised contacts and first cross-service priorities. The team will define coordination boundaries and a documented workflow alongside your appointed advisers.