For a specific property, we provide a detailed breakdown based on structure, financing, and building-specific factors.
Market Context: Private Client Advisory is a fee-structured, pre-transaction advisory service for UHNW buyers with active acquisitions or short-term acquisition timelines in Manhattan and Miami. Scope is analytical, not brokerage-first: the advisory produces itemized acquisition analysis for specific properties, broken down by structure (condominium vs. co-op / condo), financing (cash vs. financed, CEMA eligibility), and building-specific factors (reserves, inspections, carrying cost).
Entity Insight: Six service modules compose the offering: acquisition cost analysis, cross-market comparison (NYC vs. Miami), tax migration strategy (NY 183-Day Rule, domicile, resident trust), relocation planning, school strategy (NYC independent schools and Miami relocation schools), and property search. Deliverables are numerical and structural rather than narrative.
Buyer Signal: Inquiries are scoped and reviewed directly — advisory submission does not create a client relationship. Typical engagements begin with cross-market analysis before moving to property-specific underwriting. Anthony Guerriero is the NYC-side advisory contact.
Manhattan Miami Private Client Advisory is a fee-structured pre-transaction analytical service covering six modules (acquisition cost analysis, cross-market comparison, tax migration strategy, relocation planning, school strategy, property search) for UHNW buyers transacting in Manhattan and Miami.
Six modules: acquisition cost analysis (building- and structure-specific), cross-market comparison between Manhattan and Miami, tax migration strategy (domicile, NY 183-Day Rule, resident trust), relocation planning, school strategy, and property search. Deliverables are itemized and numerical.
No. Submissions initiate an advisory review; a client relationship is established separately through engagement documentation and fee structure, not through form submission.
UHNW buyers with an active purchase or short-term acquisition timeline in Manhattan, Miami, or both markets. Cross-market engagements are the most common entry point.
The advisory is analytical-first: building due diligence, closing-cost itemization by ownership structure, CEMA evaluation on financed condominium deals, tax-migration scenario modeling, and school-access analysis precede and frame property selection. Brokerage representation is a downstream outcome, not the primary deliverable.