Why More Firms Are Investing in Concierge Support to Elevate Client Experience
In a world where client expectations are higher than ever, firms working with high net worth individuals are recognising a new reality: exceptional service doesn’t stop at financial advice, legal counsel or asset management. It extends into lifestyle, personal support and everyday ease.
Enter the concierge retainer.
At Otium Concierge, we partner with private banks, law firms, wealth managers and family offices to offer lifestyle concierge support to their most valued clients. Not as a gimmick or seasonal gift — but as a meaningful part of their long-term client care strategy.
From Added Value to Core Value
Concierge support used to be seen as a luxury extra. Today, it’s a strategic asset.
Offering clients access to a personal concierge team shows that your firm:
Understands their time is limited and valuable
Anticipates their lifestyle needs, not just their transactional ones
Delivers service beyond your core discipline
Is invested in supporting their life, not just their money or case
It sets you apart, not with showy gestures, but with consistent, thoughtful utility.
What Our Client Concierge Service Looks Like
Our service can be offered under your brand, as a white-label extension, or as a discreet benefit. Clients gain access to a lifestyle concierge team that can support them with:
Travel and diary coordination
Family logistics and seasonal planning
Home management and relocation support
Sourcing gifts, reservations or time-sensitive experiences
Managing the life admin they never have time for
It’s high-trust, human and quietly effective.
How It Works
You retain Otium Concierge on a fixed basis, with a bespoke package tailored to your client tier or relationship level. Some partners offer access as part of their annual service. Others position it as a premium tier or retention reward.
We handle onboarding, communication and usage reporting, always with complete discretion.
The Business Case for Client Lifestyle Support
This isn’t about treating clients like VIPs. It’s about reducing friction in their lives so your work shines brighter.
Firms report:
Increased client satisfaction and loyalty
Higher engagement with relationship teams
Improved retention and referral rates
A tangible differentiator in a crowded, trust-based industry
Ready to Enhance Your Client Experience?
If you’re looking for a way to deepen client relationships, improve retention and position your brand as truly holistic, a concierge retainer may be the edge you’re looking for.
To learn more about how Otium Concierge partners with professional firms, contact our team today or check out our specific service page here