Trust & Probate
For families, trustees, executors, and professional fiduciaries handling estate or trust property.
Coordinate assessment, clearing, preparation, marketing, and sale alongside the attorney and authorized fiduciary.
Explore trust and probate →Investment Property / 1031
For investors buying, selling, or repositioning rental, multifamily, or other investment property.
Evaluate acquisition and sale options, source replacement properties, and coordinate the real estate transaction with your tax advisor and qualified intermediary.
Explore investment property and 1031 →Complex Transactions
For owners facing inheritance decisions, divorce or separation, partnership buyouts, or a sale involving several decision-makers.
Organize valuation questions, competing priorities, professional input, and transaction timing into a clear plan.
Explore complex transactions →Commercial
For owners and buyers of office, industrial, and winery real estate in the North Bay.
Develop property pricing and positioning, market a commercial property, or focus an acquisition search on the intended use and ownership goals.
Explore commercial real estate →Special Services
For clients and professional advisors who need specific support around a property decision.
Coordinate property-preparation scope, vendor estimates, and schedules, or carry out the real estate portion of a plan developed with your CPA or financial advisor.
Explore special services →Business Brokerage
For business owners planning a sale and buyers seeking an operating business.
Review business market value, coordinate confidential marketing and buyer inquiries, and negotiate the sale or acquisition of the business. Commercial real estate focuses on the property; business brokerage focuses on the operating business.
Explore business brokerage →