Integrated Estate Stewardship
For discerning families and individuals, orchestrating a complex estate demands precision, discretion, and proactive oversight.
Our Fractional Estate Management service delivers all the strategic benefits of a dedicated private office—combined with the attentiveness and refinement of private hospitality management.
Acting as your central orchestrator, we facilitate seamless collaboration among your trusted advisors, service partners, and household teams—from legal and financial experts to property and lifestyle specialists.
Our integrated approach simplifies complexity, enhances efficiency, and safeguards your legacy with the grace and discretion of world-class hospitality.
Tiered Fractional Management: Defined Scope, Predictable Service, Elevated Hospitality
We offer three structured tiers of service designed to align with the complexity of your estate and the level of engagement you require—each delivered with hospitality-level attentiveness and professional discretion.
Each tier includes secure, view-only access to the Nines digital management platform, providing transparency and organization across all estate operations.
The Essential - Tier 1
Ideal for: Single-property owners or those requiring a reliable, high-level maintenance and security partner.
Core Focus: Security, safety, and basic property logistics.
Key Services: One (1) scheduled site visit per month for operational walkthroughs and detailed photo/video reporting; primary keyholder and emergency security contact; essential vendor coordination during visits; and basic safety checks (doors/windows, visible water shutoffs, obvious leaks).
Nines Integration: View-only access to your Estate Profile, Maintenance Calendar, and Vendor Directory.
The Preferred - Tier 2
Ideal for: Families with active properties needing proactive maintenance and organized expense workflows.
Core Focus: Proactive maintenance, detailed systems checks, and organized expense workflows.
Key Services: Two (2) scheduled site visits per month for comprehensive inspections; preventive maintenance scheduling and vendor orchestration (pool, windows, pest, landscape, etc.); monthly deep systems checks (HVAC, security, plumbing fixtures, appliances); and pre-arrival preparation/post-departure reset.
Financial Support: Organizing and documenting property-related receipts/invoices in Nines for CPA/financial manager handoff.
Scheduling Flexibility: Clients may select preferred week(s) for site visits each month; day and time are coordinated to align with our service route and client convenience.
Nines Integration: Includes all Tier 1 features plus access to the Task Board, Vendor Notes/History, and Service History/Expense Documentation Log.
The Pinnacle - Tier 3
Ideal for: Clients requiring maximal oversight, strategic review, and full-spectrum concierge support.
Core Focus: Maximal oversight, strategic review, and property resilience.
Key Services: Four (4) scheduled site visits per month for comprehensive weekly inspections; Quarterly Estate Strategic Reviews (operational focus); annual vendor performance review and contract support; and full-spectrum concierge services (pre-arrival provisioning, seasonal décor/rotations). Includes personalized concierge coordination for seasonal transitions, guest stays, and event preparation. Designed for estates that host more frequently, this tier includes expanded event preparation, guest-ready scheduling, and vendor coordination for elevated lifestyle management.
Nines Integration: Includes all Tier 2 features plus expanded access to Inventory/Assets, Concierge History, Seasonal Checklists, and Project Logs for complete estate visibility.
Understanding the Difference
While a traditional property manager focuses on rental income and tenant needs, a fractional estate manager provides an elevated, hospitality-driven approach to property stewardship.
At Pinnacle Havens, we oversee private residences—not rental portfolios—preserving your estate’s integrity, readiness, and long-term value with the precision of a dedicated family office, but without the full-time overhead.
Strategic Project Management
Strategic Project Oversight (Owner’s Representative Services)
As your dedicated Owner’s Representative, we manage every phase of your estate’s renovation or expansion—combining construction oversight with the refined coordination expected of private hospitality management. From contractor selection and bid review to schedule tracking and quality assurance, every project reflects your vision with exacting attention to detail.
Whether updating a primary residence or expanding a multi-estate portfolio, we ensure each project enhances both functionality and guest experience.
Our role is to protect your investment and ensure that every enhancement, new build, or system upgrade is executed with absolute precision, professionalism, and transparency.
Project Scope & Execution
Beyond fractional management, we leverage our operational expertise to deliver structured oversight for high-value property improvements.
Project Focus: Management of distinct capital projects, billed separately from the monthly retainer.
Scope of Projects:
Small-Scale Projects: Custom installations, renovations, or system upgrades.
Large-Scale Projects: Acting as your representative for major remodels, new construction, or complex builds.
Payment Note: All project services operate on a cost-plus structure, ensuring full transparency and detailed accounting for every service rendered.
We also partner with select Central Texas builders through our Builder Partnership Program—providing pre-closing documentation and scheduled warranty walkthroughs that ensure seamless transitions from construction to ongoing care.
To explore how we can support your estate and hospitality management needs, schedule a confidential discovery call.
Book a Consultation
Discover how Pinnacle Havens can bring clarity and precision to your estate management.
Schedule a confidential consultation to explore how our fractional model — supported by Nines — provides elevated organization, peace of mind, and lasting value.