Engagements are scoped privately based on complexity, timeline, geography, sensitivity, and the level of oversight required.
Advisory Engagement Levels
Level I
Private Advisory Consultation
Initial advisory conversation, transition assessment, early guidance, and recommended next steps.
An initial confidential conversation to understand your transition needs, timeline, and priorities. We complete a comprehensive intake worksheet and walk you through our full range of advisory services. Ideal for clients across Sarasota, Naples, and Tampa who are in the early stages of planning and want clarity before committing to a full engagement.
Level II
Managed Planning
Written transition roadmap, timeline structure, vendor recommendations, and preparation oversight.
A formal assessment is completed and finalized, and a detailed estimate is presented to the client. We develop an initial project plan outlining vendor requirements, sequencing, and key milestones. This level is suited for clients who have a defined timeline and want a structured plan in place before active coordination begins.
Level III
Fully Managed Transition
Full planning management, vendor coordination, property alignment, accountability tracking, and preparation supervision.
Full planning management with hands-on coordination of vendor contracts, scheduling, and move preparation supervision. We serve as the single point of accountability — ensuring every moving part is aligned and every detail is tracked. Designed for complex residential transitions across Florida’s Gulf Coast that require structured oversight without full concierge management.
Level IV
White-Glove Execution Oversight
On-site coordination, delivery oversight, vendor supervision, placement direction, and real-time issue resolution.
In-person coordination with day-of oversight, vendor supervision, and real-time problem resolution throughout the transition. We are present, engaged, and accountable at every critical stage of the move. The preferred choice for luxury homeowners and senior families in Sarasota, Naples, and Tampa who want a seamless, fully managed experience.
Level V
Private Client Mandate
End-to-end transition orchestration for complex, confidential, multi-property, estate-level, or highly sensitive engagements.
Our most comprehensive engagement — end-to-end relocation orchestration including home preparation, vendor integration, personal transition management, and post-move stabilization. Nothing is left to chance. Reserved for clients who require the highest level of discretion, oversight, and personal attention from first conversation through final placement across Florida’s Gulf Coast.