Leave a Legacy with your land

Land and vacation homes are far more than assets— they are where stories are told, traditions arise and a deep sense of belonging takes root.

Yet, without thoughtful succession planning, these cherished places risk being left to chance,
lost to development, or separated from the values that make them special.

Take proactive steps to understand your property’s wholistic value to discover the best path to preserve, honor, and pass on what matters most.

Services

Holistic Property Valuation

A holistic real estate valuation determines a property's total value by considering emotional, cultural, ecological, and market factors, instead of focusing solely on financial metrics. This process begins by identifying all relevant stakeholders— owners, community members, and environmental experts—whose varied perspectives and interests will shape the assessment.

Succession Planning & Facilitation

Who will be involved in making decisions about your land, camp or island that transcend time? Who should be included, who will benefit and who may be upset? While a one person may now hold title, many may be connected to a property. Let us help you identify your priorities and your options, include important stakeholders and facilitate the challenging conversations that may ensue.

Conservation Preparation

Conservation planning helps landowners efficiently prepare for a conservation easement or gift by clarifying goals, evaluating resources, assembling documentation, and connecting with conservation organizations. Services include guidance on objectives, resource assessment, coordination with relevant agencies, and support through legal and technical requirements—streamlining each step to save time and simplify the process.

Schedule a complimentary consultation

Take the next step to ensuring your wishes and values are honored for generations to come by scheduling a conversation.

Let's talk