UHNW assistants
One ultra-high-net-worth principal can mean a jet, a hotel and a purchase in the same afternoon. The briefs put each request in a form any supplier can quote against.
Tools for UHNW assistants, PAs and family offices
The Private Assistant Toolkit: practical tools for professionals managing exceptional requests.
For UHNW assistants, PAs, EAs and family office teams
Your days are spent turning someone else’s wishes into requests a supplier can act on. These four tools do the structuring for you, and each produces a document or table you can send to any operator, dealer or agent. There is no account to open and nothing to install.
PAs for principals
A PA often briefs without naming the principal. The charter and watch briefs carry the request, never the identity: no names, passports or addresses.
How we work with PAsFamily office assistants
Several family members, several suppliers, and a record to keep. The quote comparison downloads as a spreadsheet for the office’s file.
Family office servicesEAs for wealthy individuals
Business trips and personal requests share one diary. The VIP travel checklist follows a trip from the aircraft to the final checks, and keeps your progress on this device.
The tools
- 01
Private jet charter brief
Route, dates, passengers, luggage, pets, catering and flexibility, asked one step at a time.
A charter brief to copy or download as a PDF, for any operator or broker.
Write a charter brief - 02
Watch sourcing brief
The reference, condition, year, box and papers, budget, delivery and deadline.
A sourcing brief a dealer can quote against, to copy or download as a PDF.
Write a watch brief - 03
VIP travel planning checklist
Aviation, hotels, cars, dining, documents and the final checks, with your own items added.
A checklist that keeps your progress on this device and prints cleanly.
Open the checklist - 04
Supplier quote comparison
Up to six quotes side by side: price, inclusions, extras, cancellation and payment terms.
A side-by-side table to share with your principal or family office.
Compare quotes
What happens to what you type
Itineraries and purchases for a principal are confidential. The tools are built so that they stay with you.
It runs in your browser
Briefs and tables are put together on your own device. Nothing you type reaches us unless you choose to send it.
You decide what is sent
A brief reaches us only if you send the enquiry form, or download a brief as a PDF: we email it to you, with a copy to us. Copying stays on your side.
No documents needed
No tool asks for passport numbers, payment details or home addresses. The checklist and the comparison are saved on this device only, and clear with one button.
When you would rather hand it over
The 0.1% Group arranges private jet charter, watch and handbag sourcing, hotels and villas, and event access for principals and their offices, with one contact from the first message to the trip. Bring a brief from the toolkit, or just the outline of a request.
Frequently asked questions
Are the tools free?
Yes. All four are free, with no account and no trial. The two briefs ask for an email address only if you want the PDF, which we send to you. What you make with them is yours to send to any supplier.
Who is the toolkit for?
UHNW assistants, PAs to principals, EAs to wealthy individuals and family office assistants, as well as lifestyle managers and chiefs of staff: anyone who arranges flights, purchases and travel on someone else’s behalf and has to brief suppliers clearly.
Is anything I type sent to The 0.1% Group?
Only if you choose to send it. The tools work in your browser. A brief reaches us if you send the enquiry form on a tool page, or download a brief as a PDF: we email the PDF to the address you give, with a copy to The 0.1% Group. The checklist and the comparison are kept in this browser so you can come back to them, and the clear button removes them.
Can I use the briefs with other operators and dealers?
Yes. The briefs are written to be sent to anyone: a charter operator or broker, a watch dealer, a travel agent. Nothing in them ties you to us.
Have a request in mind?
Tell us what you know so far; dates and details can follow. We reply with options, and nothing is booked until the person paying approves one.