Who We Are
At Safe Harbor Consulting & Management, we are not simply service providers — we serve as trusted Family CEOs, dedicated to protecting and elevating the lives and legacies of affluent families and individuals with significant assets and complex needs.
Privacy. Prosperity. Protection. Peace of Mind.
Our Mission
Led by a seasoned Consultant, Realtor, Attorney, Asset Manager, and Real Estate Developer, Safe Harbor Consulting & Management was founded with a singular vision: to deliver comprehensive, concierge-level advisory and management services that meet the complexity, discretion, and expectations of affluent clientele.
We understand the reality of modern wealth—managing attorneys, financial planners, realtors, accountants, property managers, contractors, and more can become a full-time job. Our purpose is to step in as your family’s point person, providing expert guidance while streamlining and elevating every moving part of your legal, financial, and personal ecosystem.
Our Philosophy
We believe that success should come with simplicity, not chaos. We believe your time is your most precious asset. We believe in managing not just your services, but your peace of mind.
That’s why we do what we do—with discretion, precision, and personalization.
At Safe Harbor, every engagement is guided by the same values we’re known for:
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Peace of Mind — You know everything is handled.
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Privacy — Every conversation is protected.
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Prosperity — We help preserve and grow your legacy.
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Protection — Legal, financial, and lifestyle risk mitigation, baked into every decision.
Our Founder
Our founder brings over two decades of experience in strategic consulting, legal practice, and luxury real estate advisory. With deep roots in both the private and public sectors, they’ve managed complex estate transactions, multimillion-dollar property deals, legal negotiations, business transitions, and the day-to-day logistics of high-net-worth lifestyles.
The result is a rare blend of legal acumen, financial insight, and real-world concierge execution. From arbitrating litigation strategies to relocating entire families across state lines, our founder leads every engagement with thoughtfulness and high performance.
What Makes Us Different
✅ Four Professions, One Advisor.
We blend the insight of a Consultant, the licensing and network of a Realtor, the strategic mind of an Attorney, and the vision of a Real Estate Developer — so you never have to juggle vendors again.
✅ We Don’t Replace. We Manage.
Already have a trusted CPA or estate attorney? Perfect. We don’t aim to replace your team—we partner with them, enhance their execution, and lead the collaboration so you don’t have to.
✅ From Large Acquisitions to Trusted First Steps.
Want to acquire land for a luxury apartment development or simply buy a vacation condo at the beach? We handle both with the same level of care—because trust is built one detail at a time.
✅ Full Integration. Relocation. Remote or Embedded Roles.
Need someone full-time, on-location, or coordinating across multiple states or countries? We offer relocation options and embedded or in-house advisory for families that need dedicated, ongoing leadership.
Client-Centered. Always.
At Safe Harbor Consulting & Management, every client relationship is built on trust, discretion, and a deep understanding of individual needs.
Our intentionally focused approach allows us to provide intimate, tailored, and highly personal service. No matter how large the task—or how private the request—we deliver an experience that is calm, complete, and unmistakably custom.
We are proud to work exclusively by referral. This allows us to keep client relationships intimate, tailored, and deeply personal. No matter how large the task—or how private the request—Safe Harbor exists to deliver an experience that is calm, complete, and unmistakably custom.
Ready for a Trusted Partner?
When you hire Safe Harbor Consulting & Management, you're not just hiring a consultant—you’re securing a steward of your legacy.
Let us manage the details, so you can focus on what matters most.