Phase 1: Discovery & Decision
Phase 1 is a flat‑fee engagement with a set timeline and defined outcome: a written summary of your property’s holistic value; and a decision about whether to move into designing a new ownership structure, preparing for permanent conservation, or a thoughtful exit from ownership.
When a camp, island, or piece of land holds deep meaning, its value is never just financial—memories, ecosystems, and family relationships are all included, even if only one person holds the deed. Phase 1 is a guided conversation process that helps your family define the whole value of your property—emotional, cultural, ecological, and financial—before making decisions about its future.
Drawing from our Family Lands Conversation Guide, we:
Identify who is truly involved: current legal owners, potential future owners, regular users, people who’ve invested time or labor, and key advisors.
Prepare the ground for a good conversation by clarifying a shared purpose, gathering maps, deeds, history, photos, and setting simple ground rules so everyone has a voice.
Explore emotional value by inviting stories, memories, and the ways this place ties into your family identity—and noticing where attachments and visions align or differ.
Look at community and cultural significance: how the property sits in the local landscape, traditions it has hosted, and any broader community or historical connections.
Name ecological and conservation values, from habitats and natural features to any past assessments, restrictions, or conservation opportunities.
Ground all of this in market and financial realities—costs to carry the property, potential income, tax considerations, and any existing liabilities or encumbrances—without letting money overshadow everything else you value.
From there, we integrate what we’ve discovered into a clear holistic value summary and use it to guide a decision about what should happen next: shared ownership through a legal structure (such as an LLC), conservation (often in partnership with shared ownership), or, when it becomes clear, a planned transition away from the property.