Shelter Island Property Management

---

•Comprehensive property oversight  Bespoke checklist for interior and exterior inspections with detailed written reports & timely photos  Alarm management & call taking 24/7/365.  Proactive mindset to limit unnecessary or premature equipment failure 

• Preventative maintenance:  HVAC, boiler: 

• Seasonal start-up/shut-down, filter changes/tune-ups, & coordination of repairs and system upgrades  Seasonal systems checks, scheduled servicing, annual safety & performance reviews to reduce costly surprises during peak season  Dryer duct, gutter & drain checks and cleaning 

• Pool & spa  Regular cleaning & water quality checks, opening/closing, & equipment repair coordination 

• Landscaping & grounds:  

• Lawn, garden & hardscape care coordination/management, irrigation (per local laws) & water monitoring, seasonal plantings, pruning, storm cleanup & cistern installation & management  Turf, tree/shrub review & management 

• Vendor access management  Scheduling, supervision, & quality control for all on-site vendors and service providers 

• Leak detection, fixture repairs/replacement, winterization & de-winterization, & hot water system oversight • Protection, safety & emergencies  Emergency management for alarm call outs, acts of Mother Nature  24/7 response for urgent issues, storm preparation, & post-storm inspections with photo documentation 

• Vacancy & seasonal care  Off-season home watch, alarm/security coordination, & pre-arrival/post-departure checks 

• Smart home savvy:  Lutron, Savant, Control4, Crestron, Sonos 

• Outdoor furniture staging/storage & wrapping (including urgent storm storage) 

• Pest control scheduling & quality control  Scheduled preventative treatments, rapid response to active issues, & entry-point assessment

•Estimating, timeline, budget, quality control & vendor resourcing for everything from minor updates to full-scale capital improvement projects 

• Vetted residential/landscape architects, carpenters, painters, HVAC, electricians, AV, masons, pool & spa builders, landscapers, gate automation, & smart home implementation 

• Scope development, budgeting, contractor bidding, & on-site oversight through final punch list:

• Masonry patios, fire pits, driveways, outdoor kitchens, pools & spas  Accessory dwellings, renovations, additions & repairs  Painting, roof repair & replacement, deck refinishing, marble & granite cleaning/installation 

• Minor carpentry/repairs, TV installation, interior/exterior painting & touch-ups

• Wine cellar inventory and organization, storage condition monitoring, & coordination with retailers and deliveries 

• Art Management, Installation oversight, coordination of conservation/framing, & security 

• Event planning & coordination 

• Hospitality services, including chef recommendations, bartenders, event staff & car service 

• Shelter Island Local 

• Process design & implementation  

• Establishment of routine annual maintenance calendars with clear frequency & timing  Inventory tracking process for supplies & equipment, vehicles, heirlooms, art, etc.  
• Development of a comprehensive financial management process  
• Tracking of expense trends and forecasting 1, 5, 10 year capital improvements  
• Experience working alongside family offices for expense review & approval