Orchid Island Management Group (OIMG) enables clients to free up time to pursue other interests
and simplify their lives.
Dean Sposato has been providing family office services and consulting for high net worth individuals and families for over 14 years.
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.
Orchid Island Management Group
Orchid Island Management Group has been providing administrative, financial and estate/home management services for high net worth individuals, families and businesses for over 14 years. Using cloud-based accounting and bookkeeping solutions we service clients who reside in any geographical location. Orchid Island Management Group enables clients to free up time to pursue other interests and simplify their lives.
Attention to Detail & Confidentiality
Clients recognize the value in our family office model and our attention to detail. We handle all financial matters and client affairs with complete discretion and confidentiality.
Adapting 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.
Increased 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.
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.