top of page

Our Solutions and Core Services

Through strategic positioning and a value-add approach, we unlock the full potential of real estate, personal property and other tangible assets within trusts and estates.

Full Service Residential & Commercial Real Estate Brokerage

In estate and trust settings, selling real property isn’t just about closing a deal -it’s about maximizing value with care, foresight, and strategy. We specialize in preparing residential and commercial real estate for market through a tailored, value-driven approach. Our process includes identifying strategic enhancements that boost appeal and market position, managing vendor coordination, and ensuring properties are presented in their best light. We understand the sensitivities involved and work closely with fiduciaries to ensure every decision supports the long-term interests of the estate.

Business Brokerage & Real Asset Sales

Family-held businesses and the real assets that they coincide with require thoughtful handling during transitions. We bring a value-focused mindset to every business sale, identifying ways to increase buyer confidence and perceived value - whether through streamlined operations, asset repositioning, or targeted buyer outreach. Our background in estate-based transactions ensures that each sale is structured to meet fiduciary obligations, protect the family’s legacy, and produce the strongest possible outcome for beneficiaries.

Motor Vehicle Brokerage & Disposition

Motor vehicles, special interest collections, and powersport assets often represent untapped value in an estate. We assess each asset with an eye toward current market conditions and prepare vehicles for sale through a curated process designed to elevate value - from presentation to platform selection. Our team leverages targeted channels and knowledgeable buyers to ensure vehicles don’t just get sold - they get sold right.

Estate Sales & Personal Property Liquidation

Our approach to estate sale services go beyond simple liquidation. We assess each item’s potential value within the broader context of the estate, organizing, staging, and marketing sales to appeal to the right buyers - whether local, national, or niche. Our value-add approach includes careful curation, strategic timing, and professional presentation to elevate results. We help families and fiduciaries turn challenging transitions into orderly, optimized outcomes.

Asset Valuation & Strategic Disposition Planning

We believe that no asset should be undervalued or overlooked. Our valuation process is more than a number - it’s the foundation of a disposition strategy designed to enhance value through positioning, timing, and targeted preparation. We guide families and fiduciaries through options that make the most of each asset, balancing market potential with legal and logistical realities. Our goal: to turn complexity into clarity and unrealized potential into real returns.

Estate Planning & Fiduciary Support Services

We provide the physical asset expertise that fiduciaries and estate planners rely on to fully support their clients. From early-stage planning to post-mortem execution, we offer insight and services that identify opportunities for value enhancement across real and personal property. Working alongside legal and financial advisors, we help implement disposition plans that are strategic, defensible, and designed to meet both the letter and spirit of the estate plan.
bottom of page