Add an overline text
These engagements are structured, scoped privately and priced individually based on complexity, sensitivity, and discretion within Florida’s premier markets.
Advisory Engagement Levels
Level I
Consultation Strategic Guidance
Discovery consultation, Complete in-take worksheet, Discussion with client on Levels of Service
Level II
Planning Advisory Support
Formal assessment completed and finalized, Estimate presented to client, Client Initial Project Plan with vendor requirements
Level III
Coordination Active – Oversight
Full planning management, vendor contracts and scheduling, and move preparation supervision.
Level IV
Concierge Management
High-Touch Relocation
In-person coordination, day-of oversight, vendor supervision, and real-time problem resolution.
Level V
Private Client Management
Full white-glove project
End-to-end relocation orchestration including home preparation, vendor integration, personal transition management, and post-move stabilization.