Estate Management and Property Management

Heritage provides private estate and second-home management for owners in Los Angeles who need a coordinated approach to caring for their residences. Whether you live in your home throughout the year, return seasonally or move between properties, the work begins with understanding how each residence is used and what you expect when you arrive.

The focus is the operation of your private home: planning maintenance, coordinating vendors, checking the property and preparing for arrivals and departures. An agreed scope helps clarify responsibilities, priorities and the level of oversight your residence needs. Owners with more than one home can discuss how these activities should be coordinated across their properties.

Traditional rental property management commonly centers on tenants, leases and rent collection. This page focuses on the needs of private residence owners and their households. We review the property, existing service arrangements and household routines to define an appropriate plan. The services below provide a starting point for that conversation; visit frequency, reporting arrangements and emergency responsibilities should be agreed for your property.

Services Include:

  • Detailed on site assessment to thoroughly understand your property and lifestyle needs and devise a game plan.

  • Vendor management, scheduling of repairs and follow up. 

  • Annual maintenance calendar (HVAC, appliances).

  • Vehicle maintenance schedules.

  • Owner’s rep acting as main point of contact for vendors, service providers, emergency response and staff.

  • Full weekly property checks - interior and exterior.

  • Devise seasonal preparation punch lists for white glove deep clean and full home organization.

  • Establish and maintain household inventories of valuables, furnishings, artworks, antiquities, clothing, silver.

  • Creating and tracking household budget and expenditure, advising with regards to annual operating costs.

  • Provisioning for the home, ensuring a healthy stock of all essential and preferred items from pantry to toiletries and household items.

  • Offering concierge and personal assistant services.

  • Preparing home with disaster and emergency supplies.

  • Security and safety procedures assessment.

  • Emergency on call assistance and alarm response.

    Explore household operations manuals and staff management support for related household needs. If your goal is to recruit a dedicated employee, our estate manager staffing page explains that hiring option.

    Tell us about your residence, how you use it and the oversight you need.

    Discuss estate management needs

  • Property management includes overseeing routine maintenance, coordinating trusted vendors, scheduling inspections, monitoring the condition of the property, and ensuring every residence is maintained to the highest standards. Our services are customized to meet each client's lifestyle and operational needs. Management provides customized solutions based on each client's lifestyle and property needs.

  • Property management focuses on the care and maintenance of the physical property, including repairs, vendors, and preventative maintenance. Estate management provides a broader level of oversight by coordinating household staff, daily operations, service standards, and overall estate administration.

  • Yes. We provide seamless management for clients with multiple residences, ensuring consistent maintenance, vendor coordination, property inspections, and operational continuity across every home.

  • Absolutely. We work with a carefully selected network of trusted vendors and contractors to coordinate maintenance, repairs, inspections, and specialized services while maintaining the highest level of professionalism and discretion.

  • Professional property management is ideal for homeowners who value privacy, own luxury residences, travel frequently, or manage multiple properties. Our goal is to ensure every residence remains secure, well-maintained, and ready whenever it is needed.

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