Estate and Lifestyle Management

One Key Unlocks them Both

Sara Terrien offers Estate Management and Personal Assistant services designed to maximize your time and enhance your living spaces.

Estate Management

Lifestyle Services

Schedules & Itineraries

The Key

With her in-depth local network of top-notch Bay Area professional resources, Sara navigates the perfect solutions for all your estate and personal needs. Done the way you like it, to your specifications, and without the hassle.

Services

Key Support

Estate Management

We'll resource and hire licensed vendors, oversee construction and remodel projects, coordinate landscaping overhauls, orchestrate moves, implement security and IT systems, and prepare vacation properties for your arrival.

Lifestyle Services

Our Lifestyle Services include photographing and inventorying assets, preparing homes for the holidays, planning special events, downsizing, organizing spaces, and developing family emergency plans, all with a personal touch.

Schedules & Itineraries

We’ll craft luxury travel and event plans for you and your guests, whether it's a local favorite or global adventure. We’ll schedule staff, and maintenance / contractor visits to ensure everyone is on task, with no details overlooked.

Estate Management

Feel confident in knowing your properties are in capable hands. Our Estate Management services include:

  • Vetting and hiring licensed vendors

  • Overseeing construction, remodeling, and restoration projects

  • Arranging for landscaping overhauls

  • Scheduling monthly and annual maintenance

  • Coordinating local and long-distance moves

  • Implementing security systems and patrol

  • Supervising handyman services

  • Preparing vacation properties for arrival

Lifestyle Services

Leave the logistics to us and get your time back with our Lifestyle Services.

  • Photographing and inventorying assets (art, wardrobe, wine, fine collectibles, storage, etc.)

  • Preparing for holidays: home decorating and gifts

  • Planning memorable special events (milestone birthdays, anniversaries, showers, etc.)

  • Developing luxury, adventure, or casual travel itineraries for you and your guests

  • Downsizing, decluttering, and organizing home, storage unit, or garage

  • Developing family emergency plans and kits for home / vehicles

Meet Sara Terrien

As a San Francisco Bay Area local, Sara has access to a network of trusted and discreet vendors who deliver beautiful and functional results.

Bringing to you a useful combination of corporate business savvy from her tenure as the photo manager at Williams-Sonoma, Inc., and 10+ years as a private service professional, Sara can jump in and take the reins on your proposed remodel or restoration projects, or zero in to plan your annual fundraiser or wrap a stack of gifts. All done with just the right balance of professional poise and flair.

Key Steps

01.

Inquire Today

Fill out our contact form and we’ll be in touch to schedule a time for a friendly chat to discuss your needs and how we can help.

02.

Receive a Proposal

After our call, we’ll follow up with a customized proposal, with our retainer and hourly options, all specific to you.

03.

Freedom Knocks

Get your time back and much-needed relief knowing your estate is entrusted to the pros.

Clients Are Saying

  • Ms. Terrien managed properties based in both Tiburon and San Francisco, and also handled moves from Sonoma (to Tiburon), and a move out of our home based in Truckee, CA. Ms. Terrien is exceptionally well organized, as well as great with computers and other software applications. She is a caring individual, who aims to provide service to the families that she supports, including our dog, Chloe. She is reliable and dependable, and cares deeply about the quality of her work. She took on difficult projects for us including setting up a security protocol, and managing vendor lists.

    JW

  • In this home there were many projects that Sara loved to “sink her teeth” into. The holiday season was over the top, with gifts and events, which required extreme organizational skill. There were society events, shopping for gifts as well as preparations that Sara needed to handle. She was excellent with project management as well as time management.

    LH

  • Sara is willing to tackle any of the projects I delegate to her; these include purging and organizing closets, storage areas, my office and the garage. She has organized my confidential professional and financial files into an orderly and up-to-date system. She has written proposals for professional presentations and partnered with me on marketing promotions for my book. And, using her past experience in photo production at Williams Sonoma, she coordinated the logistics for a film crew to use my house as a location.

    JD

  • The job was calendar driven with a lot of changes on structure, locations and dates. She was very good getting the right people in the right locations. She had a clear thought process on how to move through difficult times, keeping everything in balance.

    JT

You Hold the Key, We Unlock Your Freedom