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For estates, trusts, and family offices, the value of a residence is rarely a single number. We provide considered counsel where the stakes — and the assets — are significant.
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.
Strategy for bringing an exceptional asset to market with discretion: positioning, timing, audience, and the quiet handling that complex sales require.
Guidance for trustees, executors, and their advisors on the valuation and disposition of residential property held in trust or estate.
Considered, defensible opinions of value for matrimonial and partition matters, prepared in coordination with counsel.
Our founder is an attorney by training, and our advisory practice reflects it: rigorous, evidence-led, and written for an audience of sophisticated principals and their advisors. Each engagement is bespoke and confidential.
A pricing study is a broker's considered opinion of value — not an appraisal prepared by a licensed or certified appraiser.
Tell us briefly about the property and the matter at hand. We will respond in confidence to discuss the engagement.