The Social Office
Train as a Social & Cultural Advisor. Develop traditions, thoughtful gifting, a family identity, and the relationships and gatherings that carry them forward.
- Lifetime course access
- 12 months Social Planner access
- Event planning frameworks
- Social CRM templates
Build a social life that feels like this family
The Social Office is growing beyond event logistics. The proposed practice starts with listening: what a household values, what it wants to carry forward, and what should stay private. The advisor translates those choices into repeatable, personal ways of gathering and caring for people.
Family identity
Learn the household’s voice, values, aesthetic preferences, and hospitality standards. Create a private identity brief that guides decisions without turning a family into a public brand.
Traditions and seasons
Document what already matters, design new rituals with the family, and build an annual rhythm with preparation, roles, and room to evolve.
Gifting and gratitude
Keep a considerate record of recipients, occasions, preferences, budgets, sourcing, delivery, and follow-up.
Relationships and gatherings
Tend guest knowledge, invitations, correspondence, hosting plans, and the small details people remember afterward.
Discretion and consent
Set boundaries for personal notes, family stories, photos, and what guests or service providers may see.
Continuity
Create a living Social Office book that another trusted professional can use without losing the family’s voice.
Proposed capstone: a household identity brief, annual traditions calendar, gifting protocol, and one gathering plan with clear approval and privacy rules.
Social Planner
The intangible side of every premium home — people, events, traditions, correspondence — treated as real infrastructure.
12 months access includedAfter 12 months, renew Social Planner at $199/year.
The Foundations Track
The essential systems every household professional needs — documentation, scheduling, quality standards, and vendor management. Build the operational backbone.
Household Chief of Staff
Master comprehensive household coordination, strategic leadership, and operational excellence. Move from operator to chief of staff.
Private Estate Management
Oversee the full spectrum of estate operations across multiple residences. The most comprehensive training in the Academy.