Senior living placement and high-touch comprehensive advisory services for clients and families who deserve exceptional care.
p/ 831.238.0871
Senior living placement and high-touch comprehensive advisory services for clients and families who deserve exceptional care.
p/ 831.238.0871
At Saar Advisory, we understand that for UHNW families, the transition into senior living is more than a move, it is a critical preservation of lifestyle, health, and dignity. We serve as the specialized "senior living concierge" within your family office structure, providing an expert layer of advocacy that traditional financial advisors and estate attorneys cannot offer.
Our approach is rooted in meticulous due diligence and absolute discretion. We don't simply provide a list of facilities; we conduct deep-dive evaluations of luxury residential environments, vetting everything from caregiver-to-resident ratios, staff training credentials, and emergency preparedness protocols to the caliber of culinary and wellness programming.
CORE SERVICES
We partner with Family Office Principals and Trustees to develop long-term "Aging Well" blueprints that align with the family's estate and legacy goals, in coordination with the family's existing medical, legal, and financial advisors.
Bespoke matching with the most exclusive Assisted Living and Memory Care residences.
Every recommendation is backed by a thorough assessment of the facility's personal care services, staffing credentials, caregiver continuity, and residential environment to ensure alignment with the specific care and lifestyle needs of the family member. We do not provide medical assessments or clinical diagnoses.
For those remaining at home, we manage coordination with licensed home care agencies and vetted private care professionals, home modification specialists, and ongoing care management resources — ensuring continuity of the highest standard of support.
A turnkey, white-glove service handling every logistical detail of the move, ensuring a seamless experience from the current residence to the new home.
We operate under strict confidentiality and, unlike mass-market referral services, our loyalty remains solely with the family. We provide the peace of mind that comes from knowing your loved ones are receiving the highest tier of residential care available.
