Capital migration advice that works through your advisors.
Families buy differently. Structure comes before address, the decision sits with the office and its counsel, and discretion matters at every step. We work that way too.
Discreet, prepared and through the right people
- One point of contact
- One adviser coordinates every part of the move, from the first conversation to settling in. English, French, Spanish, Italian and Hebrew.
- Through your advisors
- We take instruction from whoever the family designates, whether that's the estate attorney, the CIO or the private banker, and report to them.
- The right specialists
- Tax, estate, immigration, banking, insurance and real estate each need a licensed specialist. We introduce the right firms in each country and keep them working from the same plan.
- Structure before address
- How the property is held affects U.S. estate tax, reporting at home and the eventual sale. We make sure that conversation has happened with your counsel, or with subject-matter experts we can introduce, before a contract is signed.
- Property, when you're ready
- When the family is ready to buy, we introduce a licensed Florida real estate brokerage suited to the brief, including access to homes that are never publicly listed, and stay alongside you through closing.
What a family can expect from us
Families and their offices trust us with information that never leaves the room. We treat that trust as the centre of the work, not a courtesy.
Nothing shared without consent
We never discuss a family, its plans or its holdings with anyone it hasn't authorised. We sign your non-disclosure agreement, or ours, before the first detailed conversation.
Quiet by design
No names in subject lines, no publicity and no testimonials. Property searches can run off-market, and viewings are arranged privately.
Prepared, punctual, precise
Every figure is sourced, every meeting has an agenda and every next step is in writing. We work to the standards your advisors already hold.
Working alongside you, not around you
We share what we see on the ground with the advisors around international families: which condominium buildings lenders will finance under Florida's new rules, what foreign-national lenders are approving, where FIRPTA certificates slow down, and how the coastal insurance market is moving.
We host small educational sessions with estate attorneys, cross-border accountants, private bankers and immigration counsel, where you bring the tax or estate expertise and we bring the Florida perspective. No client lists exchanged and no sales pitch.
If you advise international families, we'd like to include you in our cross-border directory.
Frequently asked questions
Do you sign non-disclosure agreements?
Can you work through our family office or advisors?
Can you find off-market properties?
Planning a move of capital, property or family to South Florida?
Tell us where you live and what you're planning. We'll reply with clear next steps and, where you need one, an introduction to the right licensed professional. Usually within one business day.