Portfolio Memberships
Concierge-Level Oversight For Properties, Families, And Everything In Between
Whether you're managing multiple homes, coordinating support for loved ones, or simply need a trusted local representative, Portfolio Memberships provide a customized level of oversight designed around your priorities.
Saltwater & Pine serves as your dedicated local contact—helping coordinate vendors, oversee properties, support family members, and provide proactive communication when you can't be there yourself.
Portfolio Memberships are intentionally limited and customized for each client.
Portfolio Memberships may include property oversight, family support services, vendor coordination, project management, and concierge-level assistance based on client needs.
What Can A Portfolio Membership Include?
Property Oversight
Portfolio Memberships may include ongoing coordination and oversight for one or multiple properties.
Regular property visits
Customized inspection schedules
Vendor and contractor coordination
Project oversight
Property access for service providers
Mail and package management
Detailed reporting and documentation
Seasonal property readiness
Family Support
Support designed to help families stay connected and informed when distance makes it difficult to be there in person.
Wellness observations
Family communication and updates
Appointment coordination
Home organization assistance
Local advocacy and support
Service provider coordination
Trusted local representation
Personalized support plans
Concierge Services
Additional support tailored to each client's specific needs.
Meeting vendors and contractors
Coordinating home projects
Property preparation before arrival
Storm readiness planning
Vacation home management
Special requests and errands
Priority scheduling
Dedicated point of contact
Every Portfolio Membership is customized. Services are tailored to the client's properties, priorities, and support needs.
Portfolio Membership Pricing
Customized Support For Complex Needs
Portfolio Memberships are designed for clients who require a higher level of property oversight, family support, vendor coordination, or concierge-level assistance.
Every Portfolio Membership begins with a consultation to determine the level of support that best fits your needs.
Custom Portfolio Membership
Starting at $999/month
Designed for clients with multiple properties, frequent travel schedules, or ongoing family and property oversight needs.
May include:
Customized visit schedules
Dedicated local representative
Priority scheduling
Vendor and project coordination
Family support services
Concierge-level assistance
Enhanced reporting and communication
Custom Portfolio plus
Starting at $1499/month
Designed for clients requiring expanded support, multiple properties, frequent coordination, or a highly customized service plan.
May include:
Increased visit frequency
Multi-property oversight
Expanded vendor management
Project coordination
Family advocacy and support
Concierge services
Priority response and scheduling
Custom Estate & Family Plans
For clients with unique requirements, larger estates, multiple residences, or ongoing family support needs, customized plans are available.
Contact us for a consultation and customized proposal.
Portfolio Memberships are customized and priced based on the number of properties, visit frequency, coordination needs, and level of support required.
Limited Portfolio Membership Availability
Portfolio Memberships are intentionally limited to ensure every client receives responsive communication, personalized service, and proactive support.
Because these memberships often involve multiple properties, family support needs, vendor coordination, and ongoing oversight, availability may be limited throughout the year.
We encourage prospective clients to schedule a consultation to discuss current availability.
Ready to get started?
Personalized Support Starts With A Conversation
Whether you're managing multiple properties, coordinating support for loved ones, or simply looking for a trusted local representative, we'll help determine whether a Portfolio Membership is the right fit for your needs.
Every Portfolio Membership begins with a consultation so we can learn more about your properties, priorities, and the level of support you're looking for.
We'll discuss your situation, answer your questions, and recommend a customized plan designed around your goals.
Most consultations take approximately 20–30 minutes and there is no obligation.
Frequently Asked Questions
Who Is Portfolio Membership Best For?
Portfolio Memberships are designed for clients with multiple properties, frequent travel schedules, ongoing vendor coordination needs, or situations that require a higher level of personalized support.
Is Portfolio Membership Limited To Property Oversight?
No. Portfolio Memberships may include property oversight, family support services, vendor coordination, project management, concierge-level assistance, or a customized combination of services.
Can Services Be Customized?
Yes. Every Portfolio Membership is tailored to the client's specific needs, properties, priorities, and support requirements.
How Many Properties Can Be Included?
Portfolio Memberships are designed to accommodate multiple properties. During your consultation, we'll discuss your portfolio and recommend the most appropriate level of support.
Do You Work With Out-Of-State Clients?
Absolutely. Many Portfolio Membership clients are seasonal residents, second-home owners, frequent travelers, or families supporting loved ones from a distance.
Is Membership Availability Limited?
Yes. Portfolio Memberships are intentionally limited to ensure responsive communication, proactive oversight, and personalized service for every client.
How Is Pricing Determined?
Portfolio Memberships are customized based on the number of properties, visit frequency, coordination needs, and level of support required. Recommendations and pricing are discussed during the consultation process.
Saltwater & Pine intentionally limits the number of active Portfolio Memberships we accept to ensure responsive communication, proactive oversight, and personalized service. Availability may be limited throughout the year.