Approach
Four movements,
one relationship.
Our process is deliberate. It reflects how we believe capital should be represented — with discretion, discipline, and an eye two decades ahead.
There is no minimum portfolio to begin a conversation — only a genuine intent to think carefully about what comes next.
Week 1
Listen
Step 1 of 4Every engagement opens with a private conversation. Objectives, horizon, tax posture, family considerations — the substance behind the portfolio.
Deliverable
Discovery call with the principal
Deliverable
Written objectives summary
Deliverable
Confidentiality on file
Weeks 2–3
Underwrite
Step 2 of 4A written investment thesis and defensible model. We put our view on paper before we ask for yours.
Deliverable
Asset-level underwriting model
Deliverable
Written market thesis
Deliverable
Basis and exit sensitivity
Weeks 4–12
Execute
Step 3 of 4Discreet marketing, curated buyer lists, and negotiations run by the principal — not a coordinator.
Deliverable
Curated, pre-qualified buyer list
Deliverable
Off-market outreach
Deliverable
Principal-led negotiation
Ongoing
Endure
Step 4 of 4The transaction is one moment in a much longer relationship. We stay in touch on your timeline, not ours.
Deliverable
Annual portfolio check-in
Deliverable
Market briefings on request
Deliverable
Introductions when useful
Common Questions
What clients ask first.
- Is there a minimum portfolio size?
- No formal minimum. What matters is intent — a genuine desire to think carefully about the next decade of your holdings.
- How are engagements structured?
- Traditional brokerage on transactions, and flat-fee or hourly retainers for advisory work. Every engagement is written and scoped up front.
- Do you work outside California?
- Rarely, and only for existing clients. Our conviction lives in the corridors we cover in person.
- Will my inquiry stay private?
- Yes. Nothing is shared, listed, or marketed without your written direction. Discretion is the default, not the exception.
