Orchid Island Management Group (OIMG) enables clients to free up time to pursue other interests and simplify their lives.
Dean Sposato held several executive sales and marketing positions within the technology industry in Boston and New York. He provided global trading and risk management and operations solutions to the Financial Services industry with a focus on investment banks, insurance companies and hedge funds including Goldman Sachs, Société Générale, Transamerica, Nationwide Insurance, Tiger Management and Moore Capital Management.
Prior to launching Orchid Island Management Group, Dean was responsible for the overall operational and entrepreneurial business activities for a single family office in Vero Beach, Florida. It was here that Dean’s prior experience in operations and the financial markets were instrumental in supporting high net worth families and their respective enterprises.
Kristin Sposato's background is in marketing and sales with companies including Oxford Health Plans, American Airlines and Capron Event Services. During her time in Vero Beach, she has enjoyed a rewarding career in high-end real estate sales.
At Orchid Island Management Group Kristin enjoys cultivating relationships with clients from all over including her former residences of New York, Connecticut and Cape Cod. Kristin’s focus is maintaining the high standards of service for each OIMG client, their professional contacts and their families. Her focus is on existing and new client acquisition including South Florida primarily Palm Beach County where OIMG has a presence and is recognized for a high standard of service.
We Simplify Your Life
Orchid Island Management Group has been providing administrative, financial and estate/home management services for high net worth individuals, families and business owners for over 16 years.
Our clients reside in many different locations domestically and internationally. We service our clients remotely using a cloud-based accounting, bookkeeping and reporting solution.
OIMG enables clients to free up time to pursue other interests and simplify their lives.
Provide Attention to Detail & Confidentiality
Clients recognize the value in our Administrative Family Office model and our attention to detail. We handle all financial matters and client affairs with complete discretion and confidentiality.
Adapt to Client Needs
As our client’s demands change, our services evolve. What may begin as a property and maintenance program can lead to home renovation oversight, household bill paying and implementing operating budgets for multiple residences.
Increase Efficiencies & Cost Savings
Our Trust Administration services reduce the burden of administering the Trust from the Trustees resulting in cost savings and increased efficiencies. Entrepreneurial clients engage our consulting and project management services to assist them in new startup ventures by providing financial modeling and business plan development. Business owners utilize our services to outsource segments of their business like bookkeeping to reduce overhead and yield cost savings or streamline their existing business processes in order to gain operating efficiencies.
Offer A Trusted Resource
People are living longer today than any other time in history. OIMG saw a need to help our clients with aging parents who may no longer have the capacity to pay bills or maintain their homes. With the introduction of the Senior Affairs Program for Families we are helping to ensure families with aging parents that there is a trusted resource that can oversee bill paying, provide home maintenance and care and serve as the liaison for a host of needs.