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How to choose your luxury concierge: 12 selection criteria for UHNWI — © Adopte Une Conciergerie
© Adopte Une Conciergerie
MARKET & TRENDS

How to choose your luxury concierge: 12 selection criteria for UHNWI

April 22, 202612 min read

Choosing a private concierge service to which you can entrust your daily life is a commitment lasting several years. Our 12 selection criteria, proven in practice.

A family that chooses its private concierge service does not commit for a quarter. She commits for several years, sometimes a generation. The choice is therefore patrimonial: it involves a relationship of deep trust, exposure to family intimacy, and an important part of the comfort of daily life. Here are the 12 selection criteria that our company recommends, based on ten years of market observation.

Why this guide

The high-end private concierge market is opaque. The houses do not publish prices or references, and for good reasons. This opacity makes selection difficult for the client: how can two proposals be compared without public benchmarks? How to verify commercial promises? How to avoid surface houses that sell dreams without delivering value?

This guide is constructed from the point of view of a house which regularly welcomes clients from other concierge services, and which sees the reasons for their change. It will allow you to ask the right questions during your exploratory interviews.

Walnut marquetry meeting table, leather-bound family office files, fountain pens, fine porcelain cups
The exploratory interview, founding stage: mapping of needs, residences, staff, annual rhythm. No estimate is established without this meeting.

Criterion 1 — The customer-concierge ratio

This is the most decisive and most underestimated criterion. A serious house dedicates a representative concierge to each family and limits the number of families under the responsibility of this representative. The optimal ratio is 8 to 15 families per dedicated concierge. Above 20 families, the quality of the relationship erodes. Above 30, we enter the field of volume concierge service, which has little to do with our profession.

Question to ask: “How many families follow the concierge who will be my contact? » If the answer is unclear or if the ratio is greater than 20, be careful.

Criterion 2 — Team turnover

A concierge who stays in a house for 18 months will never capture the finesse of preferences necessary for excellent service. A concierge who stays for ten years knows your children, your cellar, your habits, your addresses, your sensitivities by heart. Team stability is a direct indicator of service quality.

Question to ask: “What is the average turnover of your concierge team over the last five years? » A rate above 20% per year is critical. Between 10 and 20%, to be monitored. Below 10%, a sign of a stable house.

Criterion 3 — Economic neutrality

This is a fundamental point of vigilance. Some concierge services receive commissions from the service providers (hotels, villas, caterers, agencies) that they recommend to you. These commissions, often invisible in the client contract, create a structural conflict of interest: the house is encouraged to recommend the service providers who pay the best, not those who best match your needs.

Reputable houses refuse this practice and document it in writing. Our house receives no commission from service providers and includes this clause in each customer contract.

Question to ask: “Do you receive commissions or benefits from the providers you recommend? Is this clause documented in the customer contract? » If the answer is unclear, do not sign.

Criterion 4 — Multi-site intervention capacity

A UHNWI family rarely lives in just one town. Main residence in Paris, chalet in Megeve, villa in Provençal or Saint-Tropez, possibly apartment in London or Geneva. Your concierge service must be able tor orchestrate these sites in parallel, with either their own local teams or exclusive and documented partnerships with houses of the same level.

Question to ask: “Do you have offices or teams in the cities where I have residences? Otherwise, who are your partners and how do you guarantee their quality? »

Criterion 5 — Sectoral experience

A family that rules a wine dynasty has different needs than a family that runs a technology empire. The first need someone who speaks wine, knows the merchants, and masters the codes of the Champagne houses. The latter need a contact capable of coordinating with Silicon Valley and large investment funds. A general home may be suitable; a house that has already accompanied similar profiles is more suitable.

Question to ask: “Have you already supported families in my sector/profile? What were the specific points that you learned to manage? »

Criterion 6 — Discretion and confidentiality tools

The volume of sensitive information that a concierge handles (addresses, calendars, travel, health, finances, children) requires a professional level of confidentiality. This includes: individual employee NDAs, IT infrastructure audited and segmented by client, encrypted messaging, emergency protocols, professional liability cybersecurity insurance.

Question to ask: “What is your privacy infrastructure?” Are communications encrypted? Are cybersecurity audits regular? Is a specific NDA signed for each client? »

Criterion 7 — The quality of the written proposal

A quality proposal is not limited to a generic commercial PDF. It must reflect the precise understanding of your household: number and nature of residences, annual calendar, anticipated points of tension, initial budget, methods of remuneration, termination clauses. A vague proposal with standard pricing is a red flag.

Question to ask: “Can you show me an anonymized example of your typical proposal for a family similar to mine? »

Criterion 8 — Contractual clauses

The contract must provide precisely: the duration of the commitment (with termination clauses), the payment terms, the scope of services included and excluded, the confidentiality clause, the non-commission clause, the non-solicitation clause (the house must not approach your household staff), the competent jurisdiction. A contract that does not mention these elements is incomplete.

Question to ask: “Can you send me your standard contract in advance of my decision, so that my lawyer can review it? » A house that refuses this request is disqualifying.

Criterion 9 — The quality of the partner network

The network of a concierge service provides its added value: hotels, chefs, villas, transporters, craftsmen, experts, lawyers, doctors, coaches. But the network is invisible before engagement. You can, however, assess its quality indirectly, by observing the accuracy of the answers to specific questions you ask during the interview.

Useful test: ask for a private chef's recommendation for a dinner for twenty guests in your main city. The accuracy of the response (name, specialty, predictable availability, base budget) is a direct indicator of network quality. An unclear or standardized response is a red flag.

Criterion 10 — Local anchoring versus international dimension

Certain families need a house strongly anchored in a specific territory (Champagne, the Côte d'Azur, French-speaking Switzerland); others need an international house present on several continents. Both profiles are valid, but do not overlapyou don't. An international house spread across ten countries does not necessarily know the local micro-ecosystems. A very local house will not be able to accompany you to Dubai or Hong Kong.

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Question to ask: “What are your physical offices and partnerships?” How do you guarantee access to local micro-ecosystems in which I have stakes? »

Criterion 11 — Governance of the house

A private concierge service is a profession of manager-operators: you need to know who runs it on a daily basis, who ensures its vision, who bears legal responsibility. A house whose management changes every three years, or whose historic founder has recently left, poses a problem of continuity. Stability of governance is an indicator of maturity.

Question to ask: “Who is the operational manager of the house? How long ago? What has changed in governance over the past five years? »

Criterion 12 — Personal feeling

After the eleven rational criteria, there remains an irreducible dimension: do I see myself entrusting my affairs to this person? Does the communication style suit me? Does cultural sensitivity align with mine? An excellent record does not replace a bad feeling. If after two interviews you are not convinced, do not sign.

Useful test: during the second interview, ask the referring concierge to tell you about a difficult problem that he recently handled for another client (without naming this one). The quality of the story, the lucidity, the absence of rhetoric are strong indicators.

  1. Long-list: identify 4 to 6 houses by recommendation from friends or advisors (lawyers, private bankers, family offices).
  2. First contact: 20 minutes by telephone with each house, to validate the fit in principle.
  3. Short-list: select 2 to 3 houses for an in-depth exploratory interview.
  4. Interviews: 45 to 60 minutes with each house, with the operational manager AND the proposed representative concierge. Sign an NDA in advance.
  5. Written proposals: compare the proposals on the 12 criteria of this guide.
  6. Referrals: Request anonymous contacts (without identifying customers by name) through a third party.
  7. Contract: have your lawyer proofread before signing.
  8. Test period: favor a period of 3 months before annual commitment.

Choosing a private concierge service is not a choice of service, it is a choice of relationship. Give yourself time, ask the right questions, don't give in to commercial pressure. The good house will be the one that accepts this process with transparency and patience.

Frequently asked questions

How much time should you allow to choose your private concierge service?

Between two and three months on average. A first month to identify the houses, make the first contacts and select a short-list. A second month for in-depth interviews and receipt of written proposals. A third month for legal proofreading, reference checks and final decision. Short-circuiting this duration almost always leads to a bad choice.

How many houses should we consult?

Ideally 4 to 6 at the long-list stage, 2 to 3 at the short-list stage. Less than 4 houses suggests a choice by default or by personal relationship, which can lead to missing a better option. More than 6 houses dilutes the attention and makes the comparison too complex.

Do I need to have the houses sign an NDA consulted?

Yes, absolutely, before the first in-depth exchange. A reputable house will readily agree to sign your NDA or, more often, will offer its own professional NDA. This signature protects the information that you will share during the interviews: personal, family, property information.

How to check the references of a concierge service?

The usual route: ask for 2-3 anonymized contacts, presented by sector of activity (“an entrepreneurial family in the textile industry”, “a steel executive”), and coordinate a tripartite telephone exchange via a trusted third party. Serious houses accept this process. Houses that refuse are disqualifying.

Can we change concierge services during the year?

Yes, but it is penalizing. Termination clauses generally provide for 3 months' notice and pro rata payment. Above all, rebuilding the relationship with a new home takes 3-6 months. If you're about to make this decision, discuss it first with your current home: a lot of tension is resolved by adjusting the scope.

What should I do if my contact concierge leaves the house?

Three options. (1) The house offers you another referent of the same level with an active handover period: if you validate after 2-3 months, we continue. (2) The house offers you a referent who does not suit you: you can request amicable termination without penalty. (3) The house does not offer you any credible alternative: this is a worrying signal about the internal organization. Your contract must provide for the “change of referent” clause and your recourses.

What are the bad signals to spot during an interview?

Quotation of client names (even vague: “we work for such and such a well-known family”), unrealistic commercial promises (“we can do anything, anywhere, at any time”), refusal to answer about commissions, extremely short or extremely vague standard contracts, pressure to sign quickly, uncommunicated concierge-client ratio, rates presented without prior analysis of your household. One of these signals is enough to disqualify.

Can a young concierge service be as good as an established house?

Yes, if it is founded by experienced professionals who have cut their teeth in other houses. A 3-year-old concierge set up by a former representative of a large Parisian house with fifteen years of experience is often better than an established 15-year-old house whose managers are far from the field. The decisive criterion is not the age of the house, but the experience of the people who will operate for you.

Alexandre Emmelin

Alexandre Emmelin

Founder, Adopte Une Conciergerie

Alsatian entrepreneur, Alexandre founded Adopte Une Conciergerie with one conviction: true luxury is reclaimed time. He personally leads the most sensitive missions and writes a monthly editorial sharing his vision of exceptional concierge service.

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