Highly experienced UHNW Estate Management Professional with a proven track record in managing the luxurious lives & assets of UHNW Individuals, Families & Celebrities to the highest 5-star standard. Consistently surpassing expectations by delivering exceptional high-end service & ensuring utmost Client satisfaction. Proactive & goal-oriented with excellent time management & problem-solving skills. Recognized for reliability, adaptability & a swift capacity to learn & apply new skills while using my own knowledge to create ease & luxury to my Principal & their Guests. Poised to contribute to team success & achieve positive results, I believe there are no excuses & there is always a solution, I am bound to find it.
Overview
13
13
years of professional experience
Work History
Estate Manager/Personal Assistant to Principal
David M. Schwarz
Miami Beach, FL & East Hampton, NY
10.2022 - 09.2023
Collaborated closely with the Principal and Family/Guests to develop a personalized living and traveling experience within the yacht, jet & estates.
Sourced and selected the finest ingredients, ensuring freshness, quality, and sustainability personalized to my Principals tastes.
Maintained utmost discretion when dealing with sensitive information related to clients'' personal lives or business matters.
Oversaw daily operations of the estate, maintaining a well-organized environment conducive to comfort and productivity.
Mentored estate staff members in best practices, fostering a collaborative work atmosphere focused on excellence in service delivery.
Coordinated exceptional events and gatherings on the estate, providing memorable experiences for attendees.
Created detailed inventories of valuable assets within the estate, ensuring accurate recordkeeping for insurance purposes.
Hired and managed groundskeepers and custodial staff ensuring professional and welcoming atmosphere.
Established strong relationships with vendors and contractors, resulting in improved service quality for the estate.
Stayed updated with current culinary trends, nutrition, and dietary requirements to create innovative and health-conscious dishes.
Oversaw aspects of travel assisting including, large family travel execution, private plane arrival/departure, helicopter arrival/departure & private transit arrival/departure.
Stocked the private jet with all Client's wants/needs as well as traveling guests and family members
Actively sought and incorporated Principal and Guests feedback to continuously improve living & travel experiences.
Maintained confidentiality and respect the privacy of the Principal and their guests.
Manage and coordinate all aspects of each property to ensure it meets and exceeds 5-star hospitality standards
Greeted guests promptly and ensured their needs were exceeded during their stay.
Oversaw all maintenance of the Estate's interior and exterior.
Scheduled repairs and maintenance as needed.
Purchased groceries, toiletries, and all needed supplies.
Daily walkthrough of the estates daily to ensure bathrooms, kitchen, and other areas are equipped with needed supplies.
Held weekly meetings to review Principal’s requests and updates on general property issues.
Knowledge of high standards and best practices in hospitality management.
Ability to manage and coordinate a team of staff members successfully and respectfully.
Sustained relationships with local brokers to provide broad network of professional services for clients.
Ensured the optimal health and well-being of household pets by overseeing veterinary care, nutrition, and exercise routines.
Maintained a 24/7 on call work ethic to ensure all needs were met across all Guests and Family Members.
Arranged Private Air Charter when Principal's jet was undergoing maintenance/emergency work.
** Principal offered long term contract but respectfully declined**
Estate Manager/Personal Assistant to the Principal
Dr. Finian Tan & Family
Beverly Hills, CA & Rye, NY
02.2020 - 05.2022
Maintained utmost discretion when dealing with sensitive information related to clients'' personal lives or business matters.
Conducted regular inspections of both interior and exterior of properties for damage.
Monitored and tracked payments and expenses, providing timely and accurate financial reports.
Delivered emergency 24-hour on-call service for family and Guests.
Arranged Airport drop-off/pick-up for all Family and Guests as well as important Business partners and Celebrity Clients.
Coordinated with Chef to ensure menu complied with all dietary restrictions for each guest dinner attendance.
Arranged freight from USA to Singapore to furnish Principal's homes.
Supported decision-making processes by conducting research on various topics as requested by the Principal.
Maintained a high level of confidentiality while handling sensitive information related to students, faculty, and administrative matters.
Assisted in the hiring process for private staff by coordinating interviews and gathering necessary documentation for new hires.
Provided general support during staff meetings through note-taking, creating agendas or distributing materials as needed.
Boosted the Principal's productivity by handling correspondence with discretion and promptly addressing inquiries from staff or vendors.
Assisted with budget management by monitoring expenses closely and identifying opportunities for cost savings.
Increased accuracy in financial reporting by diligently reconciling expense reports submitted to the Principal's Main Office in Singapore.
Arranged & executed events and gatherings for Principal and UHNW Guests.
Ensured timely completion of tasks by diligently tracking deadlines and providing regular progress updates to the Principal.
Maintained appropriate filing of personal and professional documentation.
Oversaw personal and professional calendars and coordinated appointments for future events.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Used discretion when handling confidential information.
Kept detailed track of household and maintenance inventory and schedules.
Managed filing system, entered data and completed other clerical tasks.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Assisted coworkers and staff members with special tasks on daily basis.
Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
Volunteered to help with special projects of varying degrees of complexity.
Established administrative work procedures to track staff's daily tasks.
Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
Prepared each residence prior to Principal's arrival specifically tailored to their needs and expectations.
** Due to the Covid, Principals plans changed from America-based to Singapore-based. Contract ended early amicably. **
Hacienda Manager/Private Chef/Personal Assistant
Hacienda Los Olivos
Todos Santos, Mexico
01.2015 - 09.2019
Reviewed daily bookings, preparing guest rooms prior to arrival.
Attended to Client needs, responding to questions, complaints and escalations.
Monitored staff training, scheduling and shift changes.
Understood and implemented safety and emergency procedures.
Liaised between guests and vendors, relaying information, promotions and issues.
Assisted with guest check-in and check-out procedures, confirming that guests reach correct room.
Oversaw operations and concierge services.
Coordinated luggage collection, transportation and storage.
Handled guest complaints and offered complimentary services to maintain high guest satisfaction rates.
Hired and trained new employees, demonstrating best methods for serving Principals and Guests.
Greeted and assisted Guests by gathering information pertaining to reservations or preferences.
Participated in financial activities such as setting room rates, establishing budgets and allocating funds to departments.
Oversaw day-to-day operations of luxurious 8-room Hacienda rented when Principals were out of residence, with staff of 5 employees.
Planned promotional menu additions based on seasonal pricing and product availability as well as Guest preferences.
Executed travel arrangements for Guest pickup and drop off.
Aligned seasonal plans with ingredient availability and key area events for optimal promotions.
Collaborated with Chef to create meals for large banquets keeping restrictions and intolerances in mind catered to the Guests in residence.
Plan events, parties, dinner parties, etc. in collaboration with the Principal
Personal shopping and procuring gifts, etc..
Household project management and maintaining inventory; purchasing supplies as needed
Maintained the Hacienda for guest-readiness at all times
Liaised with key accounts to deliver targeted administrative household support.
Identified needs and coordinated plans for travel and out-of-town functions.
Maintained professional, organized, and safe environment for employees and patrons.
Developed and maintained relationships with customers and suppliers through account development.
Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
Improved marketing to attract new customers and promote business.
Oversaw inventory management, optimizing stock levels, and reducing waste.
Boosted employee morale and reduced turnover through development and implementation of comprehensive rewards and recognition program.
**5-year contract closed a tad early to accommodate the Owner's sale of the property & their move to France**
Estate Manager/Lead Hostess/Personal Assistant to the Owner
Mr. Steve Dalat
Newport Beach, CA
05.2010 - 01.2015
Oversaw personal and professional calendars and coordinated appointments for future events.
Displayed absolute discretion at handling confidential information.
Provided multifaceted services to career professionals by running errands, managing mail, scheduling appointments and arranging transportation.
Kept detailed track of household and maintenance inventory and schedules.
Monitored household expenditures and budgeted for groceries and household utility payments.
Arranged domestic and international travel plans and itineraries.
Holiday projects- including but not limited to overseeing seasonal organizational projects, decor, gifts, cards, etc.
Identify and present solutions to better family's day-to-day needs
On/off boarding and managing household staff, vendors, contractors, etc
Maintaining a busy and ever-changing calendar with constant communication and follow-up with busy Principals and their Guests.
Oversaw all elements of hospitality within the residences daily
Creating a household manual for use at all properties to add continuity to the SOP's.
Demonstrating a hands-on approach to home upkeep; maintaining residences for guest readiness at all times.
Managed all relationships and oversaw all deliveries and general maintenance of the residences.
Stock procurement, grocery shopping, running errands, Luxury personal shopping for Principals and his Guests
Oversight of additional aspects of management and organization, including closets, pantries, storage areas, etc..
General management and organization of residence, with attention to special projects as needed.
Planned promotional menu additions based on seasonal pricing and product availability.
Aligned seasonal plans with ingredient availability and key area events for optimal promotions.
Delivered excellent food quality and maximized Guest/Principal satisfaction by coordinating with Sous Chef & preparing meals according to Client's requests.
Monitored all Guest/Principal correspondence to ensure Guests were catered to as well as procuring drinks and snacks requested by the Principal.
Planned and executed large and small parties by organizing menus, spaces and special requests.
Managed event contracts, estimates, event profiles and post-event summaries.
Kept track of event finances, initial deposits, due payments and final balances.
Kept properties in compliance with local, state, and federal regulations.
Planned special events such as lotteries, dedications and project tours.
Developed annual operating budgets and forecasts, as well as sales and marketing plans.
Streamlined the owner's schedule by managing appointments, meetings, and travel arrangements.
Optimized time management for the Principal with effective calendar organization and event coordination.
Promoted a positive company image by representing the owner with professionalism during interactions with clients and stakeholders.
Strengthened client relationships through timely follow-ups and proactive problem-solving.
Contributed to successful project execution by assisting with planning, implementation, and monitoring progress.
**Contract ended amicably**
Education
Plano East Senior High School
Plano, TX
01-2003
Skills
Luxury service standards
Logistics coordination
Budgeting and financial planning
Time Management
Travel Administration
Client Satisfaction
Calendar Management
Adaptability and flexibility
Large-Scale Events Planning
Fine Dining & Wine Pairing Expertise
Travel arrangements
Vehicle fleet management
Customer service
Languages
English
Native or Bilingual
Spanish
Professional Working
Timeline
Estate Manager/Personal Assistant to Principal
David M. Schwarz
10.2022 - 09.2023
Estate Manager/Personal Assistant to the Principal
Dr. Finian Tan & Family
02.2020 - 05.2022
Hacienda Manager/Private Chef/Personal Assistant
Hacienda Los Olivos
01.2015 - 09.2019
Estate Manager/Lead Hostess/Personal Assistant to the Owner
Estate Manager/Family Assistant/Chief Stewardess at Private Family HouseholdEstate Manager/Family Assistant/Chief Stewardess at Private Family Household