01
Capture budget, ownership intent, areas, and non-negotiables.

Coordinate viewings, area tours, legal introductions, banking routes, schools, and move-in support for buyers and long-stay clients.
Villa, condo, land, long-stay rental, and relocation viewing days
Area orientation, lawyer introductions, bank intros, and school routes
Clear separation between introduction, advice, and transaction control
Mix international agencies for trust with local brokers for inventory depth, but keep legal advice separate.
The goal is not a long menu. The goal is a clear route, fast supplier response, and fewer surprises for the client.
01
Capture budget, ownership intent, areas, and non-negotiables.
02
Build a viewing day with agents and legal handoff points.
03
Track next steps, documents, objections, and follow-up actions.
Concierge requests usually combine more than one category.
VillasBedrooms, dates, area, budget, children, staff, events
TransportFlight, luggage, passengers, child seats, itinerary, vehicle type
Boat ChartersDate window, group size, route, food, children, budget, weather
VisasNationality, current location, stay length, work status, family
ExperiencesInterests, pace, ages, mobility, privacy, budget, dietary needs
Wellness & SpaTreatment style, location, privacy, medical notes, timing
Private ChefsCuisine, allergies, group size, villa kitchen, service style
Fishing ChartersSea or freshwater, skill level, group size, catering, weather
Security & VIP ProtectionRisk level, location, dates, profile, site, transport, privacy