Inside the Lifestyle Family Office: Supporting the People Behind the Property

Family offices are often viewed through a financial lens. Most people picture investment teams, tax advisors and wealth managers. But for many ultra-high-net-worth families, finance is only part of the picture. Behind the scenes, there is another structure in place, built not around capital, but around daily life.

This is the role of the lifestyle family office.

At Optir, we support the people behind the property. Our work is grounded in over four decades of experience across private estates, security, household operations and discreet lifestyle support. We focus on the practical side of wealth where comfort, continuity and privacy depend on the people, systems and standards within the household.

What is a lifestyle family office?

Unlike traditional family offices, which focus on investments, accounting and succession planning, a lifestyle family office supports how the family lives. This includes estate oversight, private staffing, travel and event coordination, security planning and personal admin.

Campden Wealth describes this as a growing trend, with family offices expanding their remit to cover operations, lifestyle and wellbeing.

We don’t manage portfolios. We manage people, processes and protection. Quietly, consistently and with precision.

Why does it matter?

Because for many UHNW families, the real complexity is not financial. It’s logistical. A successful household depends on having the right people in place, the right systems behind them and the right support to keep everything running.

That could mean coordinating a move between homes in London and Palm Beach. It could mean building a team of staff for a newly purchased property in the Cotswolds. It might mean auditing operations, advising on estate routines or solving problems discreetly before they escalate.

These are the unseen tasks that define a well-run private life. Our clients don’t need a lifestyle manager, they need a partner who understands what matters and acts before issues arise.

Forbes highlights that this kind of operational support is becoming essential for families who expect high service standards across multiple locations.

Where we work

Optir supports families across the UK, USA and EMEA. We work with formal and informal households, often alongside family office staff, estate managers and advisors. Our presence in the Cotswolds and London gives us access to local insight, trusted networks and the ability to support families with multiple residences across regions.

Whether you're looking to restructure household staff, bring new properties into use, or secure a base for seasonal living, we help make transitions smooth and structured.

What we bring

• Discretion: We work quietly and professionally

• Continuity: We bring structure and stability, especially during change

• Loyalty: We focus on long-term relationships built on trust

• Precision: Every household is different. We adapt, plan and deliver accordingly

  
  

Matthew Leggett, Optir’s founder, draws on decades of experience in military service, private security and estate management. He understands how to work in the background, protecting high standards without disruption.

A private home deserves private support

If your family office needs more than investment advice, we are here to help. Optir supports the people, property and operations that make daily life function. From staffing and estate coordination to security and personal admin. We help you live well, quietly and with confidence.