Just give us the keys. We’ll handle the rest.
One team across real estate, finance and operations manages every part of your move into retirement living, so you can focus on your transition without the stress.
Just make one call. We’ll handle the rest.
You talk to us
No juggling movers, agents, cleaners and trades. You speak to one team, and we coordinate the rest.
Expertise that compounds
Connect all your real estate, finance and operations needs with just one call, so all the details and decisions of your relocation are aligned.
Compassion at every step
We listen to what you want so we can understand what you need. We ensure that every step of your journey is personalized.
We handle everything.
- Downsize your keepsakes
- Organize the home, room by room
- Coordinate repairs with trusted trades
- Sell or donate unwanted items
- Coordinate the logistics of your move
- Prep the family home for sale
- Coordinate and design professional photographs, floor-plan and website
- Strategically market your property for sale
- List, manage showing appointments and provide ongoing feedback
- Negotiate the sale of your property
- Ensure that the property is ready for the new owners
Over 50 years of combined experience · One point of contact
The L, the T, and the M.
Real estate
Lorrie Chih-Nisbett
Award-winning Sotheby’s realtor, twenty years guiding family home sales.
Finance
Teresa Beevor
Twenty-five years in wealth management and estate matters.
Operations
Michelle Arrizza
Two decades in client service and operations.