Real Estate Management

The Wilson family decided to purchase a home in an area of Florida where they often vacationed, and asked JDJ to assist them with this undertaking. The JDJ team worked with the Wilsons to facilitate the purchase and set up of a beachfront home, including establishing a separate legal entity to hold the property anonymously. Once the prospective property was identified, JDJ negotiated the purchase price as well as the purchase and sale agreement on behalf of the family.

Although buying the house outright was an option, JDJ arranged financing so the Wilsons could take advantage of favorable interest rates and tax deductions. After the inspection and purchase of the house were finalized, JDJ worked with the family to hire an architect and subsequently oversaw the budget and timeline of a multi-million dollar renovation. We worked with an insurance broker to arrange adequate coverage for the home from the point of purchase through the renovation, making sure the policies were updated throughout the process.

Upon completion of the renovation, JDJ coordinated the move of several pieces of valuable artwork and heirloom furniture from the family’s Massachusetts residence. We set up utilities, created a vendor list and home maintenance schedule, and ultimately hired and trained a house manager to oversee the property on an ongoing basis. The Wilsons are thrilled with their new home and are grateful to the JDJ team for providing a turnkey solution.