Executive Support For Great People Delivered By Great People...
How we help private clients...
Estate & Personal Administration
On-site & Virtual Support
The Challenge
A couple with multiple properties, a collection of artwork and valuables, and a number of family commitments needed to get their affairs in order. With health concerns for both, there was an urgency to organise paperwork for power of attorney and wills, alongside plans to sell several properties. The volume of paperwork, the sensitivity of the subject matter, and the emotional weight of the tasks made it difficult to know where to begin. Much of their family is based outside the UK, adding a further layer of complexity. They were recommended to Falcon Cross Ltd by a friend who had worked with Jo previously.
The Solution:
Falcon Cross Ltd was initially tasked with preparing the paperwork for power of attorney and creating a set of files for the executors of the couple’s will. Jo handled the process with care and diplomacy, liaising with family members on sensitive matters. As trust built, the scope of work expanded well beyond the original brief. Jo was able to recommend systems, options, and approaches that the clients would not have known about, making the process far less painful and emotional than it might otherwise have been.
What Changed :
Once the initial work was underway, the clients realised how much more could be handed over. Falcon Cross Ltd now manages:
• A full audit of artwork and valuable items across multiple homes.
• Sorting and organising private offices, family papers, and personal filing.
• Setting up accounts with auctioneers in preparation for property sales.
• Scheduling and coordinating medical appointments and medication management.
• Streamlining the provision for pets, including horses, and overseeing the care of a vintage car.
• Personal diary management for both clients.
The Real Impact:
What had felt like an overwhelming set of tasks was dealt with speedily and efficiently. The couple now have a simple, easy-to-use digital filing system for all of their papers, something they would never have been able to set up on their own. This has taken a great deal of stress out of the process of closing down family offices. The emotional and practical burden of getting affairs in order during a difficult period has been lifted considerably.
How We Work Together:
All confidential information is held securely and dealt with carefully and diplomatically. Communication has always been clear, with good records kept at every stage. Jo took great care to ensure the clients understood each step of the process. As the couple live relatively locally, it has also been possible for Jo to visit at home for one-to-one, on-site meetings, which has been a great comfort. For family members based overseas, it has been reassuring to know that somebody trustworthy is looking after their loved ones’ affairs during a difficult time.
Why This Model Works for Consultancies
Personal administration of this kind requires discretion, patience, and the ability to handle sensitive family matters with care. A flexible, trust-based model allows the scope of work to grow as needs become clearer, without the rigidity of a fixed contract. For clients who may not be comfortable with technology, having someone who can set up systems and explain them clearly makes all the difference.
The Outcome
A huge weight has been lifted. Affairs are in order, paperwork is organised and accessible, and the clients continue to add new tasks as they discover more that Jo can help with. They have since recommended Falcon Cross Ltd to several friends in similar situations. What began as a single, focused brief has become an ongoing partnership built on trust, care, and attention to detail.
Policies| Company Number: 15081020 | ©2026 Falcon Cross |07713 321 200| [email protected]
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