REQUEST VIP coordinates concierge requests for UHNW clients across residences, travel, household teams, events and appointed advisers, within a documented governance map. The service organises briefs, proposals, permissions and handoffs; it does not manage wealth or replace legal, tax, investment, medical or security professionals. Coverage, staffing and commercial terms require confirmation.
Key Facts
- Complex wealth does not grant a concierge broader authority: instructing parties, beneficiaries, entities and spending limits must still be explicit.
- A principal, spouse, adult child, executive assistant, family office and trustee may hold different permissions for the same request.
- High-value procurement needs seller identity, conflict disclosure, title, invoice, payment controls, insurance and acceptance evidence.
- Privacy should be designed around purpose, minimum data, restricted access, retention and verified exceptional instructions.
Private Client Concierge
Begin with an operating map: people, entities, homes, regular destinations, appointed advisers and the requests each person may initiate or approve. Define where the concierge reports, how conflicting instructions are resolved and which decisions always return to the principal. Wealth descriptors are not a substitute for governance.
The parent private client services page separates lifestyle coordination from regulated work. Where a structured office already exists, family office concierge coordination should follow its policies and authority rather than create a parallel command chain. REQUEST VIP must not present itself as the client's family office, fiduciary, investment manager or asset custodian.
Multi-residence and cross-border request design
A cross-border request needs one decision record even when suppliers contract locally. For each residence or journey, show legal customer, payer, beneficiary, delivery location, tax or customs adviser, insurance owner and the person accepting completion. Time-zone handovers should preserve deadlines and approvals without copying a full personal file to every provider.
Separate recurring operating calendars from exceptional projects. Residence readiness, household staffing and maintenance can follow stable routines; an art movement, medical trip, major celebration or relocation needs a temporary project owner, risk register and specialist plan. The residential services framework can contain the property operating layer without absorbing unrelated legal or financial decisions.
Local law governs employment, property access, transport, customs, privacy and licensed services. A successful arrangement in London is not evidence that the same provider or contract works in Dubai, New York or Monaco. Record jurisdiction and responsible adviser for each regulated dependency.
High-value requests and regulated providers
For a material purchase or booking, require a decision pack: exact item or service, legal seller, authority to sell, provenance or title evidence where relevant, total price, taxes, commission, conflict, inspection, deposit, cancellation, payment route, insurance, delivery and remedy. Urgency and confidentiality do not remove these controls.
Investment, credit, insurance mediation, legal advice, tax structuring and asset custody may be regulated depending on jurisdiction and activity. In the UK, the FCA advises consumers to use its Firm Checker and Financial Services Register to check whether a firm has the relevant authorisation and permissions. Other locations require their own official register and qualified counsel.
Use tax and legal coordination to organise documents and meetings, not to obtain advice from the concierge. REQUEST VIP should neither recommend a transaction as an investment nor hold or route client assets without an independently established lawful role.
Privacy, cyber and personal risk
ICO privacy-by-design guidance calls for data protection to be considered from planning through the full lifecycle and for default access to be limited to what is needed. Build a request-specific data map covering collection, purpose, recipient, storage, expiry and deletion. Health, passport, minor, financial and security information may require stronger controls and local advice.
Verify unusual instructions, new devices, payment changes and additions to authorised contacts through a pre-agreed second channel. Do not rely on status, urgency or a familiar writing style. Keep travel, residence and protection information separated unless an authorised risk lead needs the combined view.
The private cybersecurity coordination service can route technical assessments to qualified providers, while private security coordination addresses people and physical risk. A concierge schedules, records and escalates; it does not claim to conduct penetration testing, protective intelligence or operational command.
Family office, staff and adviser boundaries
The SEC's Family Office Rule illustrates that “family office” can have a specific regulatory definition in one jurisdiction. That definition is not a global label for any company serving a wealthy family. The client's lawyers and compliance advisers decide the status and responsibilities of family entities.
Household staff, assistants and external consultants also require clear employers and contracts. The concierge should not direct work in a way that silently changes reporting lines, employment status or professional liability. Each adviser keeps control of their opinion, filing, deadline and privilege arrangements.
Service model and review cadence
An engagement can be project-based or continuing only if REQUEST VIP confirms it. Define lead contact, backup, countries, staffed hours, monitored channels, request classes, response targets, purchasing limits, reporting cadence, third-party costs, cancellations and termination. Do not infer 24/7 operation or a global vetted network.
A monthly governance review can close stale requests, reconcile authority lists, remove obsolete access, note conflicts and refresh priorities. The cadence itself is chosen by the client; it is not evidence of continuous monitoring.
How It Works
- Map principals, delegates, entities, residences, advisers, authority levels, service countries and immediate priorities.
- REQUEST VIP confirms its non-regulated operating role, client eligibility, contacts, data process, commercial terms and exclusions.
- Build each request pack with provider, authority, conflict, contract, payment, risk, insurance, delivery and responsible specialist.
- Approve execution, record material changes and close with evidence, costs, handoffs and retained actions.
CTA
Send REQUEST VIP the authority map, principal locations, existing advisers and three live cross-border priorities. The team will define a controlled UHNW concierge scope and disclose unresolved business facts.