Laurion in partnership with Planning Alternatives.

When you clients need more, we make it manageable.

Here’s how to offer seamless operational support—without expanding your in-house team.

Before You Introduce the Service

What We Do—and How to Talk About It

This model allows you to offer a dedicated lifestyle manager to your most complex clients—without ever introducing an outside firm. The service is fully embedded into your firm’s identity, acting as a seamless extension of your team.

We manage the logistical, operational, and lifestyle details that often fall beyond traditional advisory scopes.

  • Property & Estate Operations

  • Financial Administration

  • Luxury Asset Management

  • Travel & Logistics

  • Security & Risk

  • Special Situations

Introduction

“I’d like to introduce you to a member of our team who specializes in handling the operational side of complex lives—properties, staff, travel, security, and more. They’ll reach out directly to learn more about how we can support you.”

That’s all you need to say. From there, we handle the rest.

The client will connect directly with the lifestyle manager (a Laurion professional operating under your brand). This initial call is a no-cost, no-obligation consultation designed to explore the client’s operational needs—and establish trust through structure, clarity, and care.

Assessment & Discovery

Clarity begins with conversation.

The lifestyle manager leads a structured discovery session: part explanation, part exploration. We guide the client through a dialogue to understand their life cadence, priorities, and pressure points. This session lays the foundation for the service scope, rhythm, and long-term plan—delivered entirely within your firm’s framework.

Proposal & Onboarding

A tailored plan. A thoughtful start.

Following discovery, we prepare a detailed service proposal and onboarding plan.

  • Service recommendations aligned with the client’s daily reality

  • Timeline, workflow, and estimated costs

  • Steps to begin (site visits, household introductions, operational data intake)

The approach is measured, thorough, and calibrated to instill confidence—reflecting your firm’s high standards at every turn.

Ongoing Engagement

Quiet consistency. Visible results.

Once the engagement begins, your lifestyle manager becomes a trusted presence in the client’s life—managing operations, anticipating needs, and maintaining momentum behind the scenes.

They work closely with your team, providing regular updates, collaborating where needed, and stepping in when life becomes more complex. The result is elegant, invisible efficiency—under your name, within your firm.

This is high-touch operational support, embedded directly into your practice.

No branding shifts. No hand-offs. Just seamless, elevated service—delivered as if it’s your own.

Questions? hello@laurion.partners