Know the home
Systems, vendors, documents, insurance and the practical knowledge required to operate the residence.
PORTENOY
Private Residence
Management.
Ongoing management for families with multiple personal residences. Proprietary software and trusted local execution keep every system, service, cost and decision connected to a permanent home record.
Explore Private Residence Management ↓
WHY PORTENOY EXISTS
Homes require continuous attention. Their records rarely keep pace.
Maintenance, repairs, renewals, inspections, projects and small decisions happen every week. Most are scattered across inboxes, text messages, invoices and memory.
Proprietary software creates the shared memory. Trusted local operators keep the work moving and connect every completed item to the residence it belongs to.
THE WORK / THREE PARTS
Know the home.
Follow the work.
Keep the record.
Follow the work
What is happening now, what Portenoy is coordinating and the small number of decisions that require attention.
Keep the record
Costs, photographs, findings and decisions preserved for the family, bookkeeper and advisers.
WHEN DISTANCE MATTERS
The next step should already be clear.
Portenoy reviews what happened, coordinates the appropriate local response, follows the work through verification and updates the home record.
- 01Assess what changed
- 02Coordinate access and help
- 03Verify the outcome
- 04Update the permanent record
THE HOME BRIEF
Each residence, understood at a glance.
What is happening, what Portenoy is handling, what comes next and whether anything needs a decision.
PORTFOLIO—03
Three homes.
One item for review.
One home is ready for arrival. Annual detector service is planned. A major project record is current.
THE PERMANENT RECORD
The value of the record grows with the home.
Every service, project, cost and decision adds context for the next one, creating a clearer history for the family, its advisers and any future owner.
01Home systems and instructions
02Maintenance and inspections
03Projects and improvements
04Invoices and operating costs
05Insurance and property records
06Photographs and family history
THE PORTENOY ADVISOR NETWORK
The trusted advisors are already in place.
Portenoy serves as the private residence management partner to leading brokerage, wealth advisory, family office and estate management professionals nationally.
Residential brokerages
Help trusted agents remain close to families and their homes between transactions.
Wealth advisors
Give clients an operating partner for important residences without extending the advisor’s mandate.
Family offices
Bring residence records, costs, decisions and local execution into one accountable relationship.
Estate managers
Support professionals with a permanent system of record and coordinated coverage across markets.
PRIVATE RESIDENCE MANAGEMENT
Local coverage,
established carefully.
Tell us where your homes are located. We will let you know whether Portenoy service is available or being planned.