For family offices

Your person inside the asset — reporting to you.

When a family office puts capital into an operating asset or a construction project, the gap is rarely money. It is knowing what is actually happening on site, from someone whose incentive is yours and not the contractor's.

This is you if

Does this sound familiar?

  • You own or finance an asset in another state and cannot be there.
  • Reports come from the contractor, and you have no independent way to check them.
  • A project is drifting on budget or schedule and nobody can tell you precisely why.
  • You are considering an industrial or construction asset and need operational diligence.

What I do

How I help

01

Owner's representation

I act for you against the contractor and the vendors. Scope, change orders, quality, and schedule get checked by someone who has built these facilities.

02

Project and construction management

Day-to-day management of the build or the upgrade: contractors, permits, sequencing, and the decisions that cost money if they are made late.

03

Independent oversight

Scheduled site visits and written reporting in your format. You get what is actually there, including the parts nobody volunteers.

04

Operational due diligence

Before you commit: equipment condition, real capacity, the team, and what it will genuinely cost to operate the asset.

Process

Five steps

1

Conversation

What you have, what you want, and by when.

2

Evaluation

Numbers, equipment, team, and the real state of things.

3

Structure

How to build the deal so that it actually closes.

4

Close

Negotiation, documents, and support through signing.

5

Beyond closing

Hands-on operational involvement, not a handoff.

FAQ

What people usually ask

What does an owner's representative actually do?

I represent your interests inside the project against everyone being paid by it. I check scope, cost, quality, and schedule, and report to you directly.

How is that different from hiring a general contractor?

A general contractor is paid to deliver the work and is on the other side of the table from you. I am paid by you to verify it. The two roles should never be the same person.

Can you oversee a project outside Florida?

Yes. The practice is based in South Florida with an office in New York, and site work is organized around a visit schedule agreed with you in advance.

How do you report?

Written reports on an agreed cadence, in your format, with photographs and the specific items that need a decision from you. No narrative without evidence.

Tell me about the situation

A five-minute questionnaire. I reply personally within two business days. Everything stays confidential.

Questionnaire