Through this powerful partnership with DEMA’S Service Provider Network and Tapestry’s global network of vetted specialists, DEMA offers its Principal members full-service estate management and personal property consultancy services.
Tapestry is a property and personal consultancy for individuals and families of significant wealth. Tapestry counsels UHNW Principals on the personal service “ecosystem” required for the optimum operation on their tangible assets. With extensive experience in private estate operations, Tapestry knows there is no ‘one size fits all’ model. Striking a balance between the physical requirements of a property and a Principal’s service expectations is crucial. Tapestry tailors their services around each Principal’s specific needs to successfully define and balance these factors and does so with the highest levels of discretion and security.
In support of DEMA’S members, Tapestry is available to partner with other DEMA Service Providers on these engagements or can contract directly with Principals, family offices, and other trusted advisors and staff. Depending on a member’s needs, assignments may be comprehensive and on-going or focused and of limited duration. Consultancy fees are tailored to the specific requirements of each engagement and are estimated following an initial consultation. Tapestry extends preferred pricing to all DEMA members.
The foundation of Tapestry’s consultancy methodology begins with an assessment of current estate operations. As appropriate, property site tours and one-on-one meetings with the Principal, family office staff, personal service professionals and key service providers are conducted. Depending on specific needs areas evaluated may include the following:
Following the Operational Assessment, Tapestry prepares an Executive Summary detailing actionable recommendations for each core area evaluated. Once reviewed and approved, the Summary is further developed into an Operational Master Plan to provide a roadmap for implementation, enhanced service delivery, increased efficiency, and improved return on investment.
Tapestry provides actionable recommendations for Principal consideration such as:
Following the Operational Assessment, and informed by the Principal approved Master Plan, Tapestry assists the Principal, family office, or Professional Service Providers with a full or partial implementation of any desired initiatives as their dedicated owners representative:
Through Tapestry Associates, DEMA is pleased to provide one-on-one mentoring services to assist Personal Service Professionals with continued development of their management, communication, and strategic skills. Example areas of focus: