The Practice
The work is the same whether you are acquiring a first family home or divesting an estate held for three generations. Patience. Discretion. A single point of counsel. And the right people in the room when it matters.
A single advisor matched to your search; a confidential brief; a privately curated shortlist drawn from public, off-market, and pre-market inventory.
A divestment handled with the same patience as an acquisition. We will not list a home publicly until we have exhausted the right private audience.
A bespoke search for a property that is not for sale — yet. We approach principals directly, on your behalf, with discretion as the only currency.
Counsel for family offices and private trusts on residential holdings as part of a long-term capital plan — without the conflict of a brokerage incentive.
Beyond the deed. Schools, staff, security, and the quiet introductions that turn a residence into a home in a new city, sometimes a new country.
The Cadence
We will not rush to a transaction, and we will not be hurried out of one. Every engagement follows the same rhythm — adapted, always, to your life.
01
A first conversation, in person or by call. We listen. There is no engagement letter, no obligation, no fee.
02
Within ten days, a written brief: what we have heard, what we believe a successful outcome looks like, and how we propose to work.
03
A single retained advisor; a small, named team; weekly cadence; quarterly review with the principals.
04
Closing is the beginning, not the end. We remain on call for the life of the property — and often, the next one.
On Compensation
Our compensation is retained, not commissioned. We charge an annual advisory fee — disclosed in full at the first meeting — and rebate any inbound commissions in full to the client.
This is unusual in our industry. It is also the only structure under which we believe true counsel can be given.