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SAMPLE CLIENT PROFILES

Services: Property Maintenance & Care Program, Renovation Oversight
Location: Vero Beach, FL


Seasonal John’s Island community resident, +14,300 square foot oceanfront home. OIMG visits twice weekly to ensure the property is in order. Oversight of special projects including coordination and completion of dune crossover and home generator installation and updates to outdoor lighting, plumbing, audiovisual and media equipment, landscaping, pool, appliances, outdoor kitchen and various windows and doors.  Multiple vehicle maintenance which entails out of area specialty repairs. Auto transport. Hurricane prep on demand. Evaluation of expenses. Replacement of vendors resulting  in monthly cost savings of approx. $2,000-$3,000 and overall enhanced property appearance

Services: Cash Management, Bill Paying and Household Budgeting
Location: Vero Beach, FL & Nantucket, MA


Seasonal Windsor community resident who also maintains a home on Nantucket. OIMG prepares household budgets and manages the operating expenses for these  properties including domestic payroll and personal expenses. OIMG has been overseeing this client’s estate/home management affairs for 14 years.

Services Provided Remotely: Cash Management, Bill Paying and Household Budgeting
Location: Miami Beach, FL, Chicago, IL, France


Prepare household budgets and pay all operating expenses for client with multiple residences. Cash management for personal finances and investments and household expenditures.  Liaison with accountants and wealth managers.

Services: Property Maintenance & Care Program, Renovation Oversight and Bill Paying
Location: Vero Beach, FL

 

Seasonal Seagrove community homeowner with a +6,000 square foot oceanfront home. OIMG visits twice weekly to check the home, vehicle and grounds. Orchestrated and oversaw interior renovations including a kitchen, bathrooms and laundry room. Installation of hurricane protection, upgrades and improvements to all media equipment, complete pool, outdoor decking and landscaping renovations and a front door replacement.​ Hurricane prep on demand.

Services: Senior Affairs Program - Emphasis on Property Maintenance & Care 
Location: Vero Beach, FL

Full time Moorings couple with a +3,000 square foot single family home. Monthly  family meetings as a liaison between client and out of area children. Weekly home, vehicle and ground checks. AC improvement oversight.  Hurricane prep on demand.

Services: Trust Administration, Cash Management, Financial Reporting, Bookkeeping and Bill Paying
Location: Toronto, Canada, Chapel Hill, NC & Cape Cod, MA

●     Oversee day-to-day management of assets and distributions for Irrevocable Trust

●     Communicate with money managers to review investment performance

●     Provide periodic financial reports of receipts and expenditures to trustees

●     Prepare annual budgets

●     Cash management

●     Bill paying and liaison with local property managers and service providers

Services: Property Maintenance & Care Program and Estate Sale Liaison
Location: Vero Beach, FL


Former Sea Colony client, deceased.  Liaison with out of area executor through the sale of home and disposition of personal items of +3,000 square foot home. Six-month process coordinating shipping, distribution and sale of home contents while providing property management and home sale repairs.  Acquired new owner as client post sale.  Hurricane prep on demand.

Services: Bookkeeping, Streamlining Business Processes and Outsourced Business Services
Location: Vero Beach, FL


Client owns several area restaurants, opted to outsource their personal and business bill paying to reduce overhead and free up time to focus on expanding the business. OIMG assumed the role as adviser on new location, contract negotiations and personnel management. We provide strategic direction and streamline business processes and shop vendors to reduce costs that impact the bottom line.

Services: Property Maintenance & Care Program, Renovation Oversight
Location: Vero Beach, FL


Seasonal John’s Island homeowner with a +1,800 square foot golf cottage.  Oversee interior renovations including a kitchen, flooring, bathroom and improved landscaping. Weekly home visits, vehicle checks and grounds assessment. Liaison for house cleaning and grocery shopping. Hurricane prep on demand.

Services: Business Planning & Analysis, Financial Modeling, Consulting and Management of Private Equity Real Estate Fund
Location: Vero Beach, FL


Private equity investor has been engaged with several early startup ventures throughout their career. OIMG has provided business planning and analysis, negotiation,  marketing and financial modeling for 14 years. Manage a private equity real estate fund consisting of commercial properties.

Services: Property Maintenance & Care Program and Renovation Oversight
Location: Vero Beach, FL


Seasonal John’s Island +4,000 square foot courtyard home. Preparing for complete 2020 renovation. Weekly check of property, landscaping and pool. Hurricane prep on demand.

Services: Property Maintenance & Care Program
Location: Boynton Beach, FL


Seasonal Boynton Beach homeowner with a +3,500 square foot home operates as a VRBO.  OIMG visits the home after tenants check out to evaluate for damage and notify owner to release security deposit. OIMG coordinates with service providers for any necessary repairs and maintenance. Hurricane prep on demand.

Services: Cash Management, Bill Paying and Household Budgeting
Location: Jupiter, FL, New York, NY, New Hampshire


Prepare household budgets and pay all operating expenses for client with multiple residences. Cash management for personal and household expenditures.  Liaison with accountants and wealth managers.

Services: Property Maintenance & Care Program and Renovation Oversight
Location: Vero Beach, FL


Seasonal Moorings oceanfront condo resident. Weekly checks. Oversaw new hurricane protection installation, interior paint and handled various household deliveries. Hurricane prep on demand.

Services: Commercial Property Management, Dues Collection, Bookkeeping and Budgeting
Location: Vero Beach, FL


OIMG manages a commercial condo complex consisting of multiple units. We are responsible for collecting quarterly dues and overall maintenance of the property. All the bookkeeping is done with us and we prepare the year-end financials for tax reporting.