Introduce a client with confidence.
A client's residential decision often reaches far beyond a property transaction. Avenhurst gives the client one accountable residential relationship while preserving the distinct roles of the advisers already around them.
A trusted residential resource for your client
Avenhurst works alongside a client's existing advisers and protects the relationship that led to the introduction. We provide a single, discreet point of residential coordination while attorneys, wealth advisers, brokers, architects, builders and other professionals retain their proper roles. Material decisions are documented, communication is disciplined and the introducer is kept appropriately informed with the client's permission.
Who we work with
- Family offices and wealth advisers
- Private bankers and insurance advisers
- Attorneys and tax professionals
- Corporate and executive relocation firms
- Executive recruiters and employers
- Real-estate brokers and agents
- Architects, builders and design professionals
- Private aviation, security and lifestyle-concierge providers
How we protect the introduction
- The client's confidentiality governs communication.
- The introducing professional is not displaced.
- Roles and commercial relationships are disclosed.
- Material decisions and recommendations are documented.
- Updates are provided only with the client's permission.
- Avenhurst does not market unrelated services into the relationship.
When to involve Avenhurst
Introduce Avenhurst when a client is considering a move to the Upstate, comparing an existing home with land or renovation, selecting a builder, facing a complex residential project or lacking one person to connect the property, project and finished home.