Project Coordination & Oversight Services

Independent coordination for complex projects that require structure, clarity, and accountability

Legacy Wise Advisors, Inc. provides independent project coordination and oversight services for individuals, families, and business owners managing complex projects involving multiple vendors, timelines, and decisions.

Our role is to act as an owner-representative and project coordinator — helping clients plan, organize, and oversee renovation, property improvement, relocation, and operational projects without acting as a contractor or performing construction services.

How we support project coordination

Our services are designed to provide structure, visibility, and follow-through across complex projects, including:

  • Renovation and property improvement coordination

  • Owner-representative support

  • Vendor and contractor communication coordination

  • Timeline, milestone, and task tracking

  • Budget organization and cost visibility

  • Documentation and communication management

  • Multi-party project oversight

We help ensure that moving parts stay aligned, responsibilities are clear, and progress is tracked — while clients retain full control over vendor selection and decision-making.

 

What we do not do

Legacy Wise Advisors, Inc. provides project coordination and oversight only.

We do not provide:

  • Construction services

  • Contracting or trade services

  • Real estate brokerage

  • Property management

All licensed, regulated, or trade services are performed by independent third-party professionals selected by the client.

 

Engagement approach

Project coordination engagements are typically structured as:

  • Defined project-based coordination, or

  • Ongoing coordination support for complex, multi-phase projects

Services are tailored based on project scope, timeline, and coordination needs.

To discuss whether project coordination support is appropriate for your situation, we begin with an initial consultation focused on understanding the project, identifying coordination needs, and outlining next steps.

Initial consultations are exploratory and focused on determining fit, scope, and coordination needs.