Request a Confidential Consultation

You’ve built your legacy — now ensure it’s managed with the same precision, privacy, and grace.

This private, no-obligation consultation is designed to understand your estate’s needs and determine how our Fractional Estate Management and Owner’s Representative services—supported by the Nines platform—can deliver seamless coordination, refined hospitality, and enduring peace of mind.

Together, we’ll explore how Pinnacle Havens can enhance the way your estate functions day to day while preserving its long-term integrity and legacy.

What to Expect

  • 30–45 minutes via secure video or phone consultation

  • A brief overview of your estate footprint, priorities, and service expectations

  • Discussion of coordination with your legal, tax, and financial professionals

  • Overview of how the Nines digital platform centralizes estate information and vendor workflows

  • Tailored recommendations and next steps (if appropriate)

Our goal is to provide clarity—not a commitment. You’ll receive professional insight and next-step guidance, whether or not you choose to move forward.

Note: Pinnacle Havens provides estate management and coordination services. We do not offer legal, tax, or financial advisory services.

Schedule Your Discovery Call

Use our calendar to choose a time that works for you.

Can’t find a time? Email info@pinnaclehavens.com or call 512.265.5541, and we’ll personally coordinate a time that suits your schedule.

Privacy & Discretion

Your confidentiality is paramount. Every conversation is handled with the utmost discretion and never shared beyond our private consultation process. We hold our clients’ privacy to the same standards we maintain within their estates.

Quick FAQs

Is there a fee for the consultation?
No. This is a complimentary conversation to assess fit and alignment.

Will you work with my current advisors?
Absolutely. We coordinate seamlessly with your existing legal, tax, financial, and estate professionals to ensure consistency and efficiency.

Do you manage larger projects?
Yes. When appropriate, we act as your Owner’s Representative, overseeing significant renovations, new builds, or capital improvements with complete transparency.

We look forward to connecting and exploring how Pinnacle Havens can simplify and elevate your estate and hospitality management experience.

Schedule Discovery Call