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Home & Lifestyle
Management

One point of contact.

Every asset protected. Always ready.

Services

BAMCO’s management services are built around a tiered system designed to provide clear, scalable oversight for homes, estates, and vessels. Each tier establishes a defined level of routine monitoring, coordination, and reporting, creating a reliable foundation for asset management.​​

 

At BAMCO, we provide two core service offerings designed to deliver complete peace of mind:

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  • Private Asset Management (Property Oversight)

  • Private Home & Lifestyle Management (Concierge Living)

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Whether you are away from your home or living in it full-time, we ensure every detail is handled with precision, discretion, and consistency.

Estate Classic

$975

Essential estate oversight designed to keep your home maintained, secure, and always guest-ready.

Valid until canceled

Weekly Property Checks

Interior & Exterior Inspections

Mail & Package Management

Storm Readiness & Post-Storm Checks

Vendor Coordination & Supervision

Dedicated Property Manager

5 service hours

Estate Heritage

$1,250

Designed for owners who value consistency, seamless vendor management, and full-service property care.

Valid until canceled

Twice weekly property checks

Interior & Exterior Inspections

Mail & Package Management

Storm Readiness & Post-Storm Checks

Vendor Coordination & Supervision

Minor On-Site Tasks & Repairs

Smart Home & Security Checks

Pool & Spa Oversight

Arrival/Departure Preparation

Dedicated Property Manager

5 service hours

Estate Legacy

$2,250

White-glove management with priority response, concierge-level support, and continuous oversight.

Valid until canceled

Near-daily property checks

Interior & Exterior Inspections

Mail & Package Management

Storm Readiness & Post-Storm Checks

Vendor Coordination & Supervision

Minor On-Site Tasks & Repairs

Smart Home & Security Checks

Pool & Spa Oversight

Arrival / Departure Preparation

Dedicated Property Manager

Dock & Seawall Visual Checks

Boat Visual Checks

Concierge Services

10 service hours

Choose your property oversight plan:

No retainers. No mystery fees.

Resident Select

$675

Designed for essential home coordination and concierge support.

Valid until canceled

Vendor scheduling

Maintenance coordination

Concierge requests

Reservations & recommendations

Housekeeping scheduling

5 service hours

Resident Premier

$975

Enhanced support with hands-on coordination and lifestyle assistance.

Valid until canceled

Vendor scheduling

Maintenance coordination

Concierge requests

Reservations & recommendations

Housekeeping scheduling

Personal errands coordination

Minor onsite tasks & repairs

Move-in assistance

Package & delivery management

Grocery and home provisioning

Trash service coordination

5 service hours

Resident Elite

$1,375

A full-service lifestyle and home concierge, offering total oversight and peace of mind.

Valid until canceled

Vendor scheduling

Maintenance coordination

Concierge requests

Reservations & recommendations

Housekeeping scheduling

Personal errands coordination

Minor onsite tasks & repairs

Move-in assistance

Package & delivery management

Grocery & home provisioning

Trash service coordination

Dedicated concierge support

Travel departure preparation

Event coordination assistance

Priority response and service

On demand concierge requests

10 service hours

Choose your concierge living plan:

No retainers. No mystery fees.

CUSTOMIZED MANAGEMENT SOLUTIONS

Balboa Asset Management Co. offers customized management solutions for each property, ensuring personalized care and attention to detail.

Crystal Cove

MAINTENANCE & ASSET CARE

Maintenance and asset care are managed through preventive maintenance schedules, coordinated oversight of HVAC, plumbing, and electrical systems, and routine monitoring of pools, landscaping, and docks. Seasonal transition protocols and emergency response procedures ensure assets remain protected and operational at all times.

LIFESTYLE & MARINE MANAGEMENT

Our Private Home & Lifestyle Management service delivers a refined living experience through dedicated oversight and personalized concierge support. BAMCO handles everything—from vendor coordination and home maintenance to reservations, errands, and pre-arrival preparation—so you can enjoy your home without the burden of managing it.

© 2026 by Balboa Asset Management Co.

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