What We Do: Four Distinct Service Areas-One Trusted Partner

 Grandview Management provides fractional operational and financial leadership to organizations navigating growth, regulatory complexity, and critical transition points. Our engagements are tailored, selective, and grounded in practical execution.

We work with:

• Boutique wealth management firms & family offices
• Life sciences & biotech companies
• Nonprofits & mission-driven organizations
• Growth-stage & entrepreneurial ventures
• Law firms & Financial firms

Core areas of support:

• Business Operations & Project Leadership
• Strategic Financial Oversight
• HR & Organizational Infrastructure
• Legal & Transactional Support
• High-Net-Worth & Family Office Support
• Nonprofit Operations & Governance

We operate as a trusted thought partner — providing executive-level oversight without the overhead of full-time internal leadership.

Professional, insured notarization services for estate, financial, and real estate documents — available at your home, office, assisted living facility, or hospital.

Common Documents:

• Wills & Trusts
• Powers of Attorney
• Healthcare Proxies
• Real Estate Documents
• Loan Closings
• Financial & Corporate Documents
• Affidavits & Acknowledgments

Service Areas:

Newton · Wellesley · Chestnut Hill · Needham · Brookline · Watertown · Upper Cape Cod (by appointment)

Pricing:

• Notarization — $1.25/signature (MA statutory rate)
• Mobile Travel Fee — $50
• Evenings & Weekends — +$25
• Assisted Living / Hospital — $100
• Estate Planning & Loan Closings — $150–$200

Commissioned Notary Public — Commonwealth of Massachusetts E&O Insured

Compassionate, organized support for life transitions — helping families navigate a loved one's home, finances, medical, insurance, and personal affairs when it matters most. 

Organization of: 

• Financial accounts, insurance policies, and asset inventories
• Medical bills, insurance bills, Medicare, and Medicaid statements so families have a clear picture of what is owed
• Bill & payment summaries: a clear schedule of what needs to be paid, when & how (no account access needed)
• Coordination with estate attorneys and financial advisors
• Family communication coordination: keeping all family members informed and aligned throughout the process
• Downsizing: connecting with estate sale services, storage facilities, junk removal, donation organization & move managers 

We don’t manage your accounts — we organize everything, so you know exactly what you have, what’s owed, and what needs to happen next.

Grandview Management has expanded into residential real estate through MoonHaven Group, affiliated with Keller Williams Realty — bringing the same financial discipline, analytical rigor, and AI-powered tools that define our consulting practice to buyers and sellers across Greater Boston and Upper Cape Cod.

Whether you are purchasing a primary residence, evaluating a vacation property, or navigating a complex estate sale, our work is grounded in precision, discretion, and informed decision-making.

Licensed Massachusetts Real Estate Salesperson #9632517-RE-S 

As the owner and operator of Nautical Point Properties — a vacation rental and rental operations consulting firm based in Sagamore Beach — we bring firsthand knowledge of the short-term rental market to Upper Cape property owners who want their rental running like a business without it consuming their life.

We help with:

• LLC formation & business setup
• WNAV, Airbnb & VRBO profile optimization
• Property Photos & Video
• Direct booking website build
• Rental policies, lease templates & renter screening
• Guest communication automation using AI tools
• Pricing strategy & revenue optimization
• And much more

Offered in conjunction with Nautical Point Properties LLC.