Private Client Concierge
A Home Care Model Designed for Complex Family, Estate, and Fiduciary Needs
Colorado CareAssist’s Private Client Concierge service is purpose-built for situations where home care is not simply a service — but a managed responsibility.
This offering is designed for:
Seamless coordination for complex estates.
Risk management and documentation compliance.
Accountable oversight and transparency.
Managing complex, multi-faceted care needs.
We understand that in these situations, the true risks are not just care gaps — but liability, documentation, continuity, and oversight.
What Makes Private Client Concierge Different
Private Client Concierge is not "priority scheduling."
It is a higher standard of operational accountability.
Dedicated Onboarding & Case Ownership
Each private client is assigned:
- A dedicated onboarding manager
- A single point of accountability for care coordination
- 24/7 availability — a real person is always answering the phone
No call centers. No rotating contacts. No "we'll get back to you."
Caregiver Continuity & Priority Scheduling
We prioritize:
- Consistent caregiver assignment
- Reduced rotation and handoffs
- Proactive backup planning to avoid last-minute disruptions
This matters not just for quality of care, but for client stability, safety, and trust.
Clinical Oversight When Required
When client needs warrant it, we provide:
- RN oversight and care plan review
- Coordination with medical providers when appropriate
- Documentation suitable for fiduciary and professional review
This is particularly relevant in dementia care, post-hospital transitions, and high-acuity cases.
Transparent Documentation & Fiduciary-Ready Records
We maintain clear, auditable records including:
- Care notes and visit summaries
- Schedules and service verification
- Invoices and billing documentation
Records are structured to support estate administration, trust accounting, and conservatorship oversight.
Direct Coordination with Attorneys, Trustees, and POAs
We routinely work directly with:
- Estate counsel
- Family offices
- Trustees and conservators
This includes:
- Aligning care plans with legal authority
- Clear communication boundaries
- Prompt documentation when decisions or changes are made
We understand the professional obligations fiduciaries carry — and we operate accordingly.
Veteran & Dementia Expertise Within Concierge Care
Veterans & VA Coordination
For private clients who are also veterans, our concierge team:
- Assists with VA eligibility assessment
- Guides families and fiduciaries through the VA Community Care authorization process
- Coordinates authorized hours alongside private-pay care when needed
Caregivers complete VA-developed training covering veteran-specific care needs, documentation standards, and trauma-informed care.
This avoids one of the most common failures families encounter: knowing benefits exist, but not knowing how to activate them.
Dementia & Memory Care Specialization
Dementia care within Private Client Concierge is structured and intentional.
Caregivers receive formal dementia-specific education focused on:
- Cognitive decline stages and progression
- Communication techniques that reduce agitation
- Safety and fall-risk management
- Routine-based care that supports dignity and familiarity
This approach reduces unnecessary escalation, caregiver churn, and family distress.
The Family Room Portal
All Private Client Concierge cases include access to the Family Room — a secure digital portal for authorized parties.
Through the portal, families and fiduciaries can:
- ✓Review real-time care notes
- ✓Monitor schedules and service delivery
- ✓Access invoices and billing history
- ✓Maintain visibility without constant phone calls
Especially valuable for out-of-state family members, professional fiduciaries managing multiple responsibilities, and attorneys requiring documentation.
Transparency & Due Diligence
We believe transparency is foundational to trust — especially in fiduciary relationships.
We proactively provide:
- ✓State licensing documentation
- ✓Certificates of insurance
- ✓Honesty bond confirmation
- ✓Sample service agreements
- ✓Business associate agreements (when applicable)
No surprises. No delays. No resistance to scrutiny.
Request Private Client Concierge
Private Client Concierge onboarding is handled directly by our senior team.
To initiate: Email care@coloradocareassist.com, or submit a care plan request and select “Immediately”, noting Private Client Concierge in the description.
We are available 24/7.
"Private Client Concierge exists because some care situations demand more than availability — they demand accountability. Colorado CareAssist is built to support not just clients, but the professionals entrusted with their care."