Fractional Estate Manager for Family Offices | Colorado Estate Management

Managing residential real estate assets for ultra-high-net-worth families requires more than traditional property management. Family offices need a trusted partner who understands the unique demands of overseeing multiple luxury properties, coordinating across time zones, and maintaining the privacy and discretion that principals expect.

Colorado Estate Management provides fractional estate management services designed specifically for family offices managing private residential portfolios. We serve as an extension of your team—delivering seasoned estate manager expertise without the complexity of hiring full-time household staff for each property.

Whether your family office oversees one Colorado residence or coordinates multiple properties nationwide, we provide the white-glove oversight, detailed reporting, and proactive care that protects your clients' most personal assets: their homes.

Why Family Offices Trust Colorado Estate Management

Family offices operate with a level of sophistication and accountability that most property management companies simply don't understand. You're not just managing buildings—you're stewarding private assets for families who expect excellence, discretion, and seamless execution.

At Colorado Estate Management, we've built our practice around the needs of UHNW families, Chiefs of Staff, Directors of Residences, and the professionals who serve them. Our founder, Andrew H. Beardsley, brings over a decade of experience as a Director of Residences and Estate Manager for prominent private families. We understand the reporting standards, communication protocols, and attention to detail that family offices require.

A True Extension of Your Team

We don't operate as an outside vendor—we integrate seamlessly with your family office operations. This means:

• Direct communication with your designated team members

• Reporting formats customized to your internal standards

• Confidential handling of all property and family information

• Flexibility to adapt as your needs evolve

Our goal is simple: to make residential property oversight one less thing your family office has to worry about.

Expertise Without the HR Burden

Hiring a full-time estate manager for each property creates significant HR complexity—recruiting, payroll, benefits, training, performance management, and succession planning. For properties that aren't occupied year-round, this investment often doesn't make financial sense.

Our fractional model gives your family office access to seasoned estate management expertise on a flexible basis. You get professional-grade property oversight without adding headcount to your organization.

Built for Multi-Property Portfolios

Many of our family office partners manage residential assets across multiple states or even countries. We specialize in coordinating care for Colorado properties while communicating effectively with your broader property management ecosystem.

We can serve as your Colorado-based eyes and ears, ensuring local properties receive the same standard of care as those closer to your headquarters.

Comprehensive Services for Family Office Property Management

Every family office has unique requirements based on the families they serve, the properties in their portfolio, and their internal operational structure. We customize our services to align with your needs, but our core capabilities include:

Regular Property Inspections and Oversight

Unoccupied or seasonally occupied properties require consistent attention to prevent small issues from becoming expensive problems. Our oversight services include:

Bi-Weekly Property Walkthroughs

We conduct thorough interior and exterior inspections every two weeks, checking all major systems, looking for signs of water intrusion, pest activity, or maintenance needs, and ensuring the property remains secure and presentable.

Photographic Documentation

Every inspection includes timestamped photographic documentation, providing your family office with a visual record of property condition over time. This documentation proves invaluable for insurance purposes, capital planning, and accountability.

Detailed Inspection Reports

You'll receive written reports summarizing our findings, flagging any concerns, and recommending proactive maintenance. Reports can be formatted to match your internal templates or delivered through your preferred project management systems.

Proactive Systems Monitoring

Luxury properties contain complex mechanical systems that require regular attention. We monitor and coordinate maintenance for:

• HVAC systems and climate control

• Water heaters, boilers, and radiant heating systems

• Pool, spa, and water feature equipment

• Irrigation and landscaping systems

• Security systems and smart home technology

• Backup generators and electrical systems

• Snow melt systems and winter preparation

Our preventative approach catches potential failures before they cause damage or disrupt a family's visit.

Vendor Management and Coordination

Managing vendor relationships for luxury properties requires careful vetting, clear communication, and consistent oversight. We handle:

Vendor Vetting and Selection

We identify, interview, and verify credentials for all service providers—from landscapers and pool technicians to specialized craftsmen for high-end finishes. Every vendor we recommend has been evaluated for quality, reliability, insurance coverage, and discretion.

Scheduling and Access Coordination

We coordinate all vendor visits, ensuring service providers arrive when expected, have appropriate access, and complete their work to our standards. For occupied properties, we schedule services to minimize disruption to the family.

Quality Control and Invoice Review

We inspect completed work before approving payment and review all invoices for accuracy. This oversight protects your family office from overcharges and ensures consistent service quality.

Project Management and Capital Improvements

When properties require renovations, repairs, or capital improvements, we serve as the on-site owner's representative. Our project management services include:

• Obtaining competitive bids from qualified contractors

• Reviewing contracts and scopes of work

• Monitoring project progress and quality

• Managing budgets and change orders

• Coordinating inspections and approvals

• Ensuring projects are completed on time and within budget

Whether it's a kitchen renovation, roof replacement, or smart home upgrade, we protect your family office's interests throughout the process.

Household Staffing Support

For properties that require on-site staff—housekeepers, caretakers, personal chefs, or household managers—we provide support including:

• Assistance with recruiting and interviewing candidates

• Onboarding and training coordination

• Performance oversight and feedback

• Backup coverage during staff absences

• Payroll and HR coordination (in partnership with your preferred providers)

We can also supervise existing household staff, ensuring they meet performance standards and follow established protocols.

Lifestyle and Concierge Services

When family members visit their Colorado properties, we ensure everything is prepared for a seamless arrival. Our concierge services include:

• Pre-arrival property preparation and provisioning

• Grocery shopping and stocking preferences

• Restaurant reservations and activity planning

• Vehicle detailing and fleet management

• Coordination with private aviation and ground transportation

• Event planning and vendor coordination for private gatherings

We handle the details so families can simply enjoy their time in Colorado.

Our Approach to Family Office Partnerships

We recognize that family offices must maintain strict standards for every professional they engage. Our approach is designed to meet those standards from the very first conversation.

Confidentiality and Discretion as Standard Practice

Privacy isn't a feature we offer—it's the foundation of everything we do. We never disclose client identities, property locations, or any details about the families we serve. All staff and vendors sign confidentiality agreements, and we maintain strict information security protocols.

Your family office can trust that sensitive information remains protected at all times.

Transparent Communication and Reporting

Family offices need reliable, consistent information to manage their responsibilities effectively. We provide:

• Regular status updates on property condition and activities

• Immediate notification of urgent issues or concerns

• Monthly or quarterly summary reports as preferred

• Annual property assessments for capital planning

• Budget tracking and expense reporting are aligned with your fiscal calendar

We adapt our communication style and frequency to match your internal processes.

Flexible Engagement Models

Every family office operates differently, and every property has unique needs. We offer flexible engagement options:

Ongoing Retainer Arrangements

For properties requiring consistent oversight, we offer monthly retainer agreements that provide regular inspections, vendor coordination, and on-call availability.

Project-Based Engagements

For specific initiatives—such as preparing a property for sale, overseeing a renovation, or transitioning between household staff—we offer project-based arrangements with defined scopes and timelines.

Consulting and Advisory Services

For family offices building internal property management capabilities, we offer consulting services to help establish systems, protocols, and vendor networks.

Colorado Properties We Manage for Family Offices

We serve family offices with residential properties throughout Colorado's most desirable communities, including:

Denver Metro's Premier Neighborhoods

• Cherry Hills Village

• Denver Country Club

• Polo Club

• Greenwood Village

• Cherry Creek

• Hilltop and Belcaro

• Castle Pines

Boulder County and Northern Colorado

• Boulder and the Boulder foothills

• Niwot

• Superior and Louisville

• Erie

• Longmont

• Fort Collins and the surrounding areas

What Makes Our Family Office Services Different

Many property management companies claim to serve high-end clients, but few truly understand the operational realities of family office work. Here's what sets Colorado Estate Management apart:

See How We've Partnered with Family Offices

When a multi-generational UHNW family's lifestyle assets—eight residences, a 55-meter yacht, and a flight department—had become a burden rather than a source of enjoyment, their family office brought us in to restructure the entire operation. Over 18 months, we designed and implemented a new organizational architecture: unified reporting, proper LLC structures, compliant HR protocols, and a Director of Residences model that gave the family their time back. Read the full case study

Estate Manager Expertise, Not Property Manager Mindset

Andrew H. Beardsley served as Director of Residences for a multi-generational UHNW family, overseeing a portfolio of eight properties across three time zones, a flight department with multiple jets and helicopters, and a 205' yacht with a crew of 23. He supervised 28 land-based staff while coordinating seamlessly with the family's New York City-based family office on all financial reporting, accountability, and lifestyle execution.

The properties served the family's personal use, corporate retreats, and were extended to close friends—all maintained to a "guest ready at all times" standard. Andrew prepared weekly, monthly, and quarterly reports tracking property status, operating expenses, and capital needs for ongoing and special requirements across the entire portfolio simultaneously. This experience required constant communication across stakeholders, meticulous coordination of domestic and international travel, and flawless execution of the family's expectations across every asset class.

Andrew understands the distinct responsibilities of family offices and estate management: you handle the financial stewardship, while we execute the lifestyle. That clarity of roles—and the trust required to make it work—is the foundation of how we partner with family offices today.

This isn't a sideline for us. Luxury residential management is our entire focus.

Single Point of Contact Accountability

When you partner with us, you'll work directly with Andrew Beardsley—not a rotating cast of account managers or call center representatives. This direct relationship ensures consistent communication, accountability, and a deep understanding of your family office's specific requirements.

Proactive, Not Reactive

We don't wait for problems to occur. Our preventative maintenance programs, regular inspections, and systematic oversight catch issues early—saving your family office from emergency calls, unexpected expenses, and unhappy principals.

Frequently Asked Questions from Family Offices

How do you handle properties the family only visits occasionally?

Seasonally occupied and vacation properties require extra attention because small problems can escalate when no one is present. We conduct regular inspections, run water and mechanical systems to prevent stagnation, coordinate seasonal maintenance like winterization and spring startup, and ensure the property is always ready for an unexpected visit.

Can you work with our existing vendors and household staff?

Absolutely. We're happy to coordinate with vendors and staff you've already vetted and approved. We'll integrate into your existing ecosystem while providing oversight and quality control. If you'd like us to evaluate current providers or recommend alternatives, we can do that as well.

What information do you need to get started?

To begin, we'll need basic property information, access arrangements, your preferred communication protocols, and any existing vendor contacts. We'll conduct a comprehensive property assessment and develop a customized management plan aligned with your family office's standards.

How do you handle emergencies?

We maintain 24/7 availability for genuine emergencies affecting property safety or integrity. Our emergency protocols include immediate response, clear communication with your designated contacts, and coordination with appropriate service providers. We'll handle the crisis and keep you informed every step of the way.

What are your fees?

Our fees vary based on property size, complexity, service scope, and visit frequency. We provide transparent proposals after an initial consultation and property assessment. Most family offices find our fractional model significantly more cost-effective than hiring dedicated estate staff while delivering comparable or superior results.

Start a Confidential Conversation About Your Properties

If your family office manages residential properties in Colorado—or is considering acquiring Colorado real estate for a client family—we'd welcome the opportunity to discuss how Colorado Estate Management might support your work.

Our initial consultations are always confidential and without obligation. We'll learn about your properties, your operational requirements, and your expectations, then provide candid feedback on whether our services would be a good fit.

Contact Andrew H. Beardsley Directly

Phone: 303-807-9577

Email: info@coloradoestatemanagement.com

Preferred Method: For confidential matters, we recommend an initial phone conversation.

What to Expect in Your First Conversation

Your initial call with Andrew will typically cover:

• An overview of the properties you're managing in Colorado

• Your family office's current approach to residential oversight

• Any specific challenges or concerns you're experiencing

• Questions about our services, approach, and qualifications

• Discussion of whether a site visit or a formal proposal would be appropriate

There's no pressure and no sales pitch—just a straightforward conversation between professionals.

Colorado Estate Management is proud to serve as a trusted partner to family offices throughout Colorado and beyond. We understand the responsibility you carry in managing private family assets, and we're committed to delivering the expertise, discretion, and reliability your work demands.

We look forward to the opportunity to support your family office.