Why does the Advisory Retainer matter?

Moving out of New York isn’t just about geography — it’s about redefining your life architecture.
You’ve worked to build success in the city. Now the goal is to preserve that success while gaining space, peace, and balance.

Our retainer gives you structure, certainty, and discretion — so every decision, from timing to neighborhood selection, is made with clarity and confidence.

The Advisory Retainer is designed for:

  • NYC professionals and families exploring a move but unsure where to start.

  • High-net-worth individuals seeking privacy, tax optimization, and community.

  • Executives relocating but requiring professional-level advisory support.

  • Real estate investors looking to rebalance portfolios outside the city.

Advisory Retainer

The Suburban Advisory Retainer is not a traditional brokerage engagement — it’s a strategic relationship.
We serve as your trusted advisor, combining real estate expertise, financial strategy, and lifestyle design to create a seamless plan for exiting the city.

Every engagement begins with an in-depth discovery session to understand your financial goals, family needs, commuting preferences, and vision for your next chapter. From there, we build a tailored roadmap — identifying the ideal markets, neighborhoods, and timing to maximize both quality of life and long-term value.

Lifestyle & Financial Mapping — Aligning lifestyle goals with property, tax, and commute considerations.

  • Market Intelligence Reports — Deep-dive analyses on top-tier suburban markets (Greenwich, Rye, Scarsdale, Short Hills, Alpine, and Darien).

  • Buyer or Seller Strategy Sessions — Structuring purchase or sale to optimize ROI and minimize friction.

  • On-Call Advisory Access — Direct access for questions, introductions, and private consultations.

  • Network Introductions — Legal, financial, design, and relocation partners carefully selected for high-net-worth families.

  • Transition Coordination — Oversight of the move process — from city closing to suburban handoff.

Initial Consultation: Complimentary

  • Advisory Retainer: $2,500 — applied toward transaction or service fees upon engagement.

  • Limited to select clients per quarter to ensure discretion and personalized attention.