A traditional family office starts around $1M per year in dedicated staff — CFO, estate attorney on retainer, security director, HR manager, care coordinator. Most families need the functions, not the payroll. Hire the pieces you need, cancel the ones you don't.
Each card below maps to a function a traditional family office would staff internally. Every service has a published sample deliverable you can read before you buy.
Human-reviewed digital-exposure monitoring: dark-web credential leaks, impersonation accounts, data-broker exposure, and doxxing watch — delivered as monthly written reports with recommended actions.
Every deadline across your LLCs, trusts, and properties tracked in one calendar — annual reports, franchise taxes, registered-agent renewals, insurance renewals, and permits — with email reminders and a prepared checklist before each due date.
Done-with-you inventory of your digital life — accounts, domains, devices, and photo archives — plus access-instruction letters for your executor, delivered as a printed-ready encrypted binder.
Human-reviewed, line-by-line audit of medical bills and EOBs — duplicate charges, upcoding signals, unbundling, balance-billing red flags — delivered as a plain-English error report with dispute letter drafts.
HR-in-a-box for families employing household staff: customized handbook, role SOPs, vetting and reference-check checklists, interview scripts, onboarding and offboarding checklists, review templates, and a payroll-orientation document — built from your intake.
Care administration concierge for adult children coordinating an aging parent's life from a distance. Providers, medications, bills, insurance, and emergency contacts organized into one encrypted Care Command Binder — kept current with monthly reminders and a family digest.
Also in the Private Office: Vendor Check — a due-diligence dossier on any contractor before they get your gate code (from $98, sample) — and BOOJEE Memoir — a guided life-story book in their own voice (from $998, sample chapter).
Every service on this page follows the same four-step pattern. Nothing starts without an intake. Nothing is delivered without a published scope.
These are administrative and documentation services. Each has published limits. Read them before buying.
Informational monitoring reports only. Not a licensed investigative, physical security, guard, or emergency-response service. Reports describe exposure; they do not prevent, interdict, or guarantee any security outcome.
Deadline tracking and reminders only. Not legal or tax advice. Consult a licensed attorney or CPA before acting on any compliance deadline. The calendar does not file anything on your behalf.
Digital inventory and organization only. Not legal advice and not a will substitute. The binder complements an estate plan prepared by a licensed attorney; it does not replace one. Attorney review is strongly advised.
Billing-error identification and dispute-letter drafts only. Not medical, legal, or insurance advice. No savings are guaranteed. You sign and send all correspondence; BOOJEE does not negotiate directly with providers or insurers on your behalf.
Documents and guidance only. Not legal or tax advice. Attorney review of employment documents is advised before use. The service does not constitute legal counsel or an attorney-client relationship.
Administrative organization only. Not a medical, monitoring, emergency-response, or caregiving service. For medical emergencies, call 911. The binder does not replace a physician, care manager, or social worker.
Estate managers and concierge agencies can engage BOOJEE as a fulfillment partner — running Shield monitoring, compliance calendars, legacy vaults, bill audits, HR kits, and eldercare binders on behalf of your client roster. We handle the production; you remain the relationship. Volume arrangements and white-label scope are available on request. Contact hello@BOOJEE.estate with your current client count and which functions are relevant.
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