PRIMARY RESIDENCE North House Greenwich, Connecticut
18 open items 6 upcoming dates
Private estate operations
Your estate,
clearly in hand.
AssetLocus gives principals and estate teams one controlled workspace for every home, asset, task, document, contact, and key date.
Purpose-built for complex private estates and the people who run them.
THE ESTATE Good morning, Caroline
12 July 20264Properties
12Open tasks
3Due soon
Needs attentionView all
Generator serviceDue today · North House
Insurance renewalIn 9 days · Palm Beach
Pool inspectionIn 14 days · Lake House
Portfolio overview
01
The complete operating record
Everything required to run an estate, in its place.
Replace scattered spreadsheets, message threads, binders, and institutional memory with a system shaped around the estate itself.
AssetLocus connects the records of each home with the work, people, documents, and dates that keep it running.
North House
LOCATIONGreenwich, CT
BUILT1928
AREA14,200 sq ft
01Properties
02Tasks
03Maintenance
04Calendar
05Documents
06Insurance
07Vehicles
08Systems
09Utilities
10Contacts
11Safety
12Security
Daily operations
See what needs attention before it becomes urgent.
Portfolio-wide views reveal what is open, overdue, expiring, or approaching. Each home retains its own complete operating history.
Coordinate work across homes
Create, prioritize, and assign tasks to estate members or trusted contacts.
Stay ahead of key dates
Bring maintenance, expirations, inspections, service dates, and events into one calendar.
Preserve operating knowledge
Keep notes, files, photographs, and history attached to the records they explain.
02
Access with intent
Everyone sees what their responsibility requires. No more.
AssetLocus is designed around the people who actually run private estates, from principals and estate administrators to staff and external professionals.
01 Principal
Portfolio-wide oversight
Portfolio02 Estate administrator
Full operational control
Portfolio03 Bookkeeper
Financial records and references
Portfolio04 Caretaker
Assigned-home operations
Assigned homes05 Housekeeper
Relevant household work
Assigned homes06 External crew
Constrained task access
Assigned homesSensitive by design
Private-estate information deserves a stronger boundary.
AssetLocus separates each firm at the infrastructure layer and keeps sensitive values out of ordinary application responses.
Dedicated infrastructure
Each firm receives its own database and object-storage bucket.
Encrypted sensitive fields
Account numbers and security codes are encrypted at rest.
Server-side restriction
Restricted fields are omitted before data reaches the interface.
Recorded reveals
Sensitive-code access is explicit and recorded before plaintext is returned.
Beyond the screen
Prepared for handovers, emergencies, and arrivals.
01
Estate binders
Generate permission-scoped property, emergency, insurance, vehicle, systems, and welcome PDFs.
02
Guest welcome
Prepare property-specific, expiring information with only the details selected for that stay.
Private access
Bring the estate into one clear operating system.
AssetLocus is currently available by invitation. Tell us about the estate or firm you support, and we will be in touch.
01
Your request is reviewed personally.
02
Submitting creates no obligation.
03
Please do not include sensitive estate details.
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