What is lifestyle management?

Lifestyle management is an ongoing service in which a dedicated person or team handles the practical side of a client’s life: travel, dining, events, gifts, household staff and vendors. Unlike a one-off booking service, it relies on knowing the client’s preferences over years.

Updated

Lifestyle management, defined

Lifestyle management is personal concierge work done as a continuing relationship. A client, often called a member, pays a lifestyle management firm to handle requests that would otherwise take their own time: booking a table that is hard to get, planning a family holiday, finding a birthday gift, arranging a car at the airport, or finding a plumber for the second home on a Sunday.

What makes it lifestyle management rather than a booking service is memory. A good lifestyle manager knows that a member’s daughter has a nut allergy, that they prefer an aisle seat, which hotels they never want to return to and when their passport expires. Each request is handled with that history in mind, so the client never has to explain themselves twice.

The terms overlap. Firms describe the same work as lifestyle management, lifestyle concierge, private concierge or luxury concierge. The word “lifestyle” matters because plain “concierge” also describes hotel desks, apartment building front desks and a model of medical practice.

What a lifestyle manager does

The work is varied, but most of it falls into a handful of categories. The common thread is that the lifestyle manager owns the outcome: they don’t just pass on a phone number, they make the booking, confirm it, deal with the problem when it changes and remember what the client thought afterwards.

  • Dining: reservations, private dining rooms, special occasions, dietary requirements passed to the restaurant.
  • Travel: flights, hotels, villas, private aviation and yachts, transfers, itineraries and travel documents.
  • Events and tickets: sold-out shows, sporting events, fashion weeks and private views.
  • Gifting and occasions: birthdays, anniversaries and thank-you gifts, with a record of what was sent before.
  • Household and vendors: housekeepers, tradespeople, property managers, moves and renovations.
  • Admin around life: renewals, appointments and dates that are easy to miss.

Lifestyle manager vs personal assistant

A personal assistant is usually employed by one person or family and often works across business and personal tasks, including diary management and correspondence. A lifestyle manager usually works for a firm that serves many clients, so each client gets a share of one person’s time plus the reach of the whole team and its vendor relationships.

Clients choose a personal assistant when they need someone embedded in their daily routine. They choose a lifestyle management firm when they want expert help on demand without employing someone, or when they already have an assistant and need the firm’s network for travel, events and hard-to-get bookings. Many principals use both, and the assistant becomes the person who sends requests to the lifestyle manager.

Lifestyle manager vs hotel concierge

A hotel concierge serves guests of one property for the length of their stay. Their tools, relationships and responsibilities are built around that building and that city. When the guest checks out, the relationship usually ends.

A lifestyle manager serves members wherever they are, for as long as they are members. They build a picture of the client over years, coordinate across cities and countries, and handle parts of life a hotel never sees, such as a child’s school trip or a contractor at home. Many lifestyle managers started on hotel concierge desks, which is where they learned the craft and built their first relationships.

Lifestyle management vs a family office

The U.S. Securities and Exchange Commission describes family offices as “entities established by wealthy families to manage their wealth and provide other services to family members.” Their core is investment, tax, legal and estate work, run by finance professionals.

Lifestyle management sits alongside that core rather than inside it. Some family offices employ lifestyle or household staff directly; others hire an outside lifestyle management firm, or ask the firm to work closely with the office’s chief of staff. Either way, the two need to share some information (who may approve spending, which documents are on file) while keeping financial detail and personal detail in their proper places.

The four roles side by side

The roles overlap in practice, and one person’s job title rarely captures everything they do. This table shows the typical differences.

Lifestyle manager compared with similar roles
AspectLifestyle managerPersonal assistantHotel conciergeFamily office
Who they serveSeveral members of a firmOne employer or familyGuests of one propertyOne family (or several, in a multi-family office)
How longOngoing membershipOngoing employmentThe length of a stayOngoing, often across generations
Core workTravel, dining, events, gifts, householdDiary, correspondence, personal and business errandsLocal bookings and guest requestsInvestments, tax, legal and estate
Usually paid byMembership or retainer, plus feesSalaryThe hotel (gratuities aside)The family

How lifestyle management firms are structured

Firms range from a single founder with a handful of clients to global companies with offices in many cities. The largest work at real scale: Quintessentially, for example, handles around 300,000 requests a year, received by phone, email, WhatsApp and in-app chat, according to a Salesforce case study.

Most firms are much smaller. A typical boutique firm has a founder, a few lifestyle managers who each look after a set of members, and a network of trusted vendors. Some firms specialize by client (families, executives, relocating professionals), some by request (travel, household, events), and some operate as the concierge service of a private club, bank or residential development. Revenue usually comes from memberships, fees for extra work and commission or markups on vendor bookings.

Whatever the size, the operating problems are the same: keeping every member’s preferences and history somewhere the whole team can see, making sure every request has an owner, and billing the right member for the right costs.

Who hires a lifestyle manager

Clients are usually people whose time is worth more to them than the fee, and whose lives have more moving parts than one person can comfortably manage. That includes founders and senior executives, families with several homes and household staff, people who travel constantly, and people new to a city who need a trusted network quickly.

Businesses hire lifestyle management too. Private member clubs offer it as a member benefit, companies offer it to senior staff, and banks, card issuers and residential developers offer it to their best customers, sometimes under their own brand.

What these clients have in common is that they value discretion and continuity as much as access. The best relationships last for years, because the longer a lifestyle manager looks after someone, the less that person has to explain. That is also why firms take record-keeping seriously: a member’s preferences, documents and history are the firm’s responsibility, and they need to stay with the firm (and stay private) when staff change. Our guide to starting a luxury concierge business covers how new firms set this up from the first client.

Sources

  1. U.S. Securities and Exchange Commission: SEC adopts rule defining family offices (2011)
  2. Salesforce customer story: Quintessentially

What is lifestyle management?: common questions

Anything else, write to hello@myrolodexcrm.com.

Is lifestyle management the same as concierge?

They overlap. Lifestyle management is concierge work done as an ongoing relationship with a member, built on knowing their preferences over time. “Concierge” on its own can also mean a hotel or apartment building desk, or a type of medical practice, which is why firms often say lifestyle or luxury concierge.

What does a lifestyle manager do day to day?

They take requests from members by phone, text and email, then book, confirm and follow up: restaurants, travel, tickets, gifts, transport and household vendors. Between requests they keep each member’s preferences and key dates up to date so the next request is handled without questions.

How do lifestyle management firms charge?

Most combine a monthly or annual membership with fees for work outside it and a commission or markup on vendor bookings. Our guide to lifestyle concierge pricing explains each model and how to work out a fee from your own costs.

What software do lifestyle management firms use?

Small firms often start with spreadsheets, WhatsApp and a shared inbox. Larger firms build on general platforms such as Salesforce, or use software made for concierge work. Our guide to software for lifestyle concierge businesses compares the options honestly.

Your members expect you to remember. Now your whole team can.