Executive and family-office operational support

ORION provides executive and family-office operational support for sequences involving diaries, travel and multiple providers.

Support around a professional priority

The assignment concerns the preparation and sequencing of operational actions. The Business page explains the audiences; this page defines the coordination service itself.

An interface with existing teams

ORION can work to an assistant’s instructions or a family office’s procedures without replacing internal functions or authority levels.

No regulated advice

Legal, tax, financial and other specialist decisions remain with the competent advisers appointed by the client.

When this service may be relevant

A meeting or trip requires several parties to be coordinated.
An executive assistant needs a clearly bounded research or logistics task handled externally.
A family office needs a request delivered under its procedures and reported to the mandating party.
An entrepreneur must align a professional priority with specific practical constraints.

Useful information for initial scoping

The operational objective and deadline.
The contacts, decision-makers and approval channels.
Diary, travel and reporting constraints.
Existing providers or advisers and ORION’s expected role.

A general outline is enough initially; detailed diaries, internal papers and sensitive information remain outside the first contact.

How an assignment proceeds

Confidential initial exchange
Outline the general context, priorities and timing without sending sensitive information that is not yet necessary.
Scope and feasibility
Clarify the scope, location, constraints, responsibilities and any independent providers that may be required.
Proposal and approval
Review the proposed coordination, arrangements, anticipated costs where available and required approvals before any commitment is made.
Coordination and agreed reporting
Following approval, ORION coordinates the agreed scope and provides updates in the format defined for the assignment.

Roles and responsibilities

The executive or mandating structure

Sets priorities, authority levels and decisions reserved to internal teams or advisers.

ORION

Consolidates dependencies, coordinates approved providers and supplies agreed updates.

Teams and specialists

Retain their functions, professional responsibilities and approval of their own work.

What this service does not imply

Executive support is not a general delegation of management, a guaranteed permanent secretariat, or legal, tax, financial or strategic advice. Feasibility depends on timing, location and available providers.

Executive support questions

Can ORION work directly with an executive assistant?

Yes. Scope, approvals, recipients and reporting frequency can be aligned with the existing organisation.

Can one assignment include professional constraints and personal logistics?

Yes, provided the two strands are distinguished, recipients are appropriate and approvals remain clear for each.

Does ORION provide legal, tax or financial opinions required by a project?

No. ORION may coordinate communication with appointed advisers, who remain solely responsible for their analysis and recommendations.

Describe the sequence, not sensitive data

Share the objective, deadline, approximate number of parties and expected role. Detailed papers or diaries are considered only after scoping if needed.