Former advisors, private bankers, and wealth platform executives who understand advisor workflows and client needs
Institutional asset managers, legal structuring specialists, and transaction veterans
Platform architects, compliance engineers, and integration specialists
Former regulated managers with compliance and legal expertise















We envision a world where every advisor can deliver institutional-grade real estate to their clients—where wealth portfolios include curated, compliant, and bankable real estate as naturally as equities and fixed income.
As we expand our footprint, deepen our partner network, and scale our platform, one principle remains constant: we enable, we don't replace. Advisors lead. Clients decide. Estating delivers.
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