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The Windermere Agency

Your household runs.
Your life begins.

An elite Family Assistant — powered by Lumen AI — managing every detail of your household so you can be fully present for what matters.

Limited to 20 Windermere-area families  ·  $5,000/month  ·  Currently accepting applications

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20 Family Maximum7 Spots RemainingFounded Windermere, Florida 2020INA Member1-Year Service Guarantee
“You have everything.
Except time.”

High-achieving families in Windermere and beyond face the same invisible tax: the mental load of running a household at the level their life demands.

Vendor coordination. School logistics. Health appointments. Travel. Calendar conflicts. The stack of things that never gets shorter.

You didn’t build this life to spend it managing it.

Two careers, no bandwidth
Household staff that still needs managing
The impossible calendar
The things that fall through the cracks
The Sunday anxiety about the week ahead

Meet your Family Assistant. Powered by Lumen.

Your dedicated Family Assistant is a credentialed chief-of-staff professional — former estate managers, private household directors, executive concierge operators — who uses Lumen, our proprietary AI system, to deliver a level of support previously reserved for the ultra-wealthy.

Daily Family Briefing

Curated every morning by Lumen

Household Coordination

Vendors, repairs, and everything in between

Health & Wellness

Appointments, records, routines tracked

School & Activities

Never miss a deadline or registration

Travel & Logistics

Planned, confirmed, and contingency-ready

Document Vault

Everything organized. Always accessible.

Vendor Management

A vetted rolodex, ready to deploy

Path of the Luminary

Guided monthly across 18 life pillars

This isn’t an app. It’s a relationship.

Beyond household management.
Toward a life worth managing.

Every member family is enrolled in the Path of the Luminary — a proprietary framework guiding intentional growth across 18 pillars of extraordinary living.

Your FA and Lumen don’t just keep your calendar. They help you optimize your health, deepen your relationships, expand your finances, and clarify your purpose — one pillar at a time.

Physical VitalityMental ClarityEmotional MasteryFinancial FreedomRelationship DepthPurpose & Legacy+ 12 more pillars
“Most household services free your time.
The Windermere Agency changes what you do with it.”

What happens when you join

Day 1

Lumen Onboarding

Your family profile is built. Lumen learns your household — members, schedules, preferences, vendors, health considerations. Your FA reviews everything and reaches out for your welcome call.

Week 1

The Household Audit

Your FA conducts a complete household audit. Every vendor evaluated. Every recurring task identified. Every calendar conflict surfaced. A 90-day household plan is delivered for your review.

Ongoing — Daily

Your Morning Briefing

6:00 AM: Your Lumen briefing arrives. Today’s schedule, open requests, reminders, a Luminary insight. Your FA is already working.

Ongoing — Weekly

FA Sync Call

FA sync call (30 min). Priorities for the coming week. Path of the Luminary pillar focus. Anything you want handled.

Ongoing — Monthly

Performance Report

Household performance report. What got done. What’s ahead. Luminary progress check-in. Recommendations for next month.

This is for you if:

  • Dual-income household with children at home
  • HHI $300K+ and the household still feels chaotic
  • You’ve had household staff but something’s always falling through the cracks
  • You want your home to run like an operation, not a recurring emergency
  • You’re drawn to intentional living but don’t have the systems to support it
  • You want your family’s life to mean something beyond the schedule

This is not for you if:

  • You’re looking for a babysitter or nanny placement
  • You want a self-serve app with no human relationship
  • You’re price-sensitive (this is $5,000/month)
  • You’re not ready to share access to your household with a professional partner
Aubree and her team have been nothing short of amazing. They truly care about finding the right fit for your family.

Shane L.

Windermere, FL

Reserve Your Family’s Spot

Windermere Membership

$5,000/ month
  • Dedicated Family Assistant (1:4 ratio)
  • Lumen AI Family Orchestrator
  • Daily Family Briefing
  • Unlimited Requests
  • Household & Vendor Management
  • Document Vault
  • Path of the Luminary Enrollment
  • Monthly Strategy Call
  • 1-Year Service Guarantee
Waitlist Deposit$5,000

Applied to first month — fully refundable if not accepted

Apply + Reserve Your Spot →

7 of 20 spots remaining

Your deposit reserves your place in our application queue. All applications are reviewed within 48 hours. If not accepted, your deposit is returned in full. If accepted, your deposit becomes your first month.

Frequently Asked Questions

Everything you need to know before applying.