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Advisory

Independent property perspective for consequential decisions

For estates, trusts, family offices, and owners facing a consequential decision, value is rarely a single number. We explain the evidence, the likely market response, and the options available.

Engagements

Four ways an engagement usually starts

  1. Private Pricing Studies

    A formal, narrative assessment of value and marketability for a significant residence, prepared for estates, trusts, and family offices weighing a hold, a sale, or a settlement.

  2. Disposition Strategy

    Strategy for bringing a significant property to market with discretion: position, timing, audience, and the handling a complex sale requires.

  3. Fiduciary Property Advisory

    Guidance for trustees, executors, and their advisors on the valuation and disposition of residential property held in trust or estate.

  4. Consulting to Counsel

    Market and disposition consulting for attorneys handling matrimonial, partition, and estate disputes, engaged by counsel to inform the advice counsel gives.

Our Standard

The discipline of counsel, applied to property.

Our founder is a New York attorney as well as a real estate broker. The advisory work reflects that discipline: evidence-led, clearly written, and useful to both an owner and the owner’s professional advisors. Each engagement is defined privately around the question to be answered.

A pricing study is a broker's considered opinion of value, not an appraisal prepared by a licensed or certified appraiser.

Begin

Request a Consultation

Tell us briefly about the property and the matter at hand. We will respond in confidence to discuss the engagement.

Your information is held in strict confidence.

The Advisory Practice

Questions Worth Asking