Private Service Consulting Services

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At Private Service Alliance, we offer comprehensive consulting services specifically tailored to the private service industry. We aim to help HNW/UHNW Principals (Estate Owners) and Private Service Professionals (Staff) thrive in this dynamic and demanding sector. With our extensive expertise and industry knowledge, we provide invaluable guidance and strategic solutions to address the unique challenges that Principals and their Staff face. 

Our Services

  • Private, tailored, and customized training for Private Service Professionals, including Butler, Nanny, Housekeeper, Close Protectio, and Protocol + Etiquette
  • Performance management and evaluation
  • Career development
  • Owner journey mapping
  • Service standards development
  • Culture-driven loyalty tools
  • Owner-Staff feedback systems
  • Personalization and customization strategies

Succession planning is the process of identifying the critical positions within your organization and developing action plans for individuals to assume those positions successfully. Private Service Professionals understand their crucial role in ensuring the continuity and stability of the family’s assets, lifestyle, and needs. We will develop comprehensive plans addressing these challenges and pave the way for smooth transitions.

  • Death of a Principal
  • Death or discharge of executive staff
  • Emergency Protocols for weather-related events
  • Standardized Operating Procedure (SOP) development
  • Process analysis and optimization
  • Workflow and efficiency improvement
  • Contractor + Vendor management

Buying a new home can be a daunting task. Our team will analyze the property, intended use, and recommend the best ways to maximize usage, assign staff,  and ensure the ultimate owner experience. 

  • Interview Principal and family members
  • Gather service standards and preferences
  • Analyze spaces and intended usage
  • Create the ideal staffing matrix 
  • Liaison with preferred Domestic Placement Agencies for recruitment of top candidates
  • Onboard + train new staff 

Newborn care Specialist Consultant

New babies do not arrive with a user handbook outlining how to best manage the personality, biology, and quirks of a particular individual. And, becoming new parents can be a daunting task under the best circumstances. Our highly-trained and specialized members can direct your search in finding the right Newborn Care Specialist to usher your bundle of joy into your family.  

  • Interview Principals and family members
  • Train staff for the changes that arrive with the birth of a baby
  • Analyze spaces and intended usage
  • Provide the latest and greatest product recommendations 
  • Liaison with preferred Domestic Placement Agencies for recruitment of top candidates

Custom Estate Manual

We teach your staff to write your estate manual, then implement it into your preferred tool (Excel, Google Drive, subscription service, etc). Or, our team can write it for you.
  • Service Standards
  • Zoning
  • Preferences
  • Service Matrix
  • Schedule of tasks, duties, and assignments
  • Inventory reports
  • Collections management
  • Security Risk analysis and recommendations
  • Analysis of current tools and goals for future use
  • Recommended technology solutions, suppliers, and installers 
  • Automation and streamlining of operations

Why Choose Private Service Alliance?

  • Industry Expertise: Our consulting team comprises experienced PSA members with deep knowledge of the private service industry. We understand the unique dynamics and challenges Principals, Private Service professionals, and estates face in this industry, enabling us to provide effective solutions.

  • Tailored Approach: We recognize that each estate is unique and customize our consulting services to suit your individual needs. Our solutions are designed to align with your goals, vision, and operational requirements.

  • Results-Driven: We are committed to delivering tangible and measurable results. Our consulting services are focused on achieving sustainable growth, enhancing operational efficiency, and maximizing owner satisfaction.

  • Confidentiality: We understand the importance of maintaining confidentiality in the private service industry. Rest assured that your information, property, and staff details are handled with the utmost discretion and professionalism.

  • Long-Term Partnerships: We aim to build lasting relationships with our clients. We aim to support you in the short term while developing a lifelong relationship for continued success. We are dedicated to being your trusted advisors and consultants.

Contact Us

Contact Private Service Alliance today to schedule a consultation and discover how our expert services and recommendations elevate your lifestyle and raise the service standards of your estate. You can jumpstart the process by filling out this form. Prices vary by subject, duration of assignment, and individual consultant rates. Let us be your partner in achieving excellence.

keynote Speaker

Picture of Nicole Middendorf

Nicole Middendorf

CEO of Prosperwell Financial and Wealth Advisor with RJFS

Nicole is a money maven, a knowledge junkie, and a born coach. Nicole became an entrepreneur in 2003 when she launched her wealth management firm. She is the author of five books, the mother of two phenomenal children, a world traveler, a philanthropist, and an accomplished public speaker.

Nicole shares financial advice and real-life perspective on saving, planning, and investing with audiences across the country. Her primary goal is to take complicated subjects and make them easy to understand. She works hard to empower people to make crucial, positive changes in their own lives.

Picture of Nicole Middendorf

Nicole Middendorf

CEO of Prosperwell Financial and Wealth Advisor with RJFS

Nicole is a money maven, a knowledge junkie, and a born coach. Nicole became an entrepreneur in 2003 when she launched her wealth management firm. She is the author of five books, the mother of two phenomenal children, a world traveler, a philanthropist, and an accomplished public speaker.

Nicole shares financial advice and real-life perspective on saving, planning, and investing with audiences across the country. Her primary goal is to take complicated subjects and make them easy to understand. She works hard to empower people to make crucial, positive changes in their own lives.

Prosperwell Financial provides personalized wealth management advice to effectively guide you through every stage of life. Our advisors help to plan your way toward true financial happiness, including financial retirement planning, college education savings, estate planning, asset management, insurance, and financial divorce planning. Founded by Wealth Advisor and Certified Divorce Financial Analyst Nicole Middendorf, Prosperwell Financial serves individuals and executives all across the U.S. We help you gain the confidence needed to be in control of your financial happiness.

The Wealth Advisors at Prosperwell Financial take the time to learn about you. We want to know your goals, dreams, and desires. As a mentor and coach, we guide you through the process of discovering your financial options and possibilities. Whether that means planning for retirement, converting an IRA, working with a 401k, or wealth management services, Prosperwell Financial will have you covered.