Each case is anonymized; core facts and decision logic are preserved as-closed. Each represents a recurring complex situation in the $8M+ market.
Off-Market
Inventory outside the public market.
Trust Architecture
Complex holding structures, compliantly executed.
Offer Strategy
Winning trades without the highest price.
1031 Exchange
Asset rolls inside strict deadlines.
An UHNW principal targeting Atherton needed to enter without exposure or a public bidding round. We sourced an off-market opportunity through long-tenured listing-agent relationships and closed all-cash in 21 days.
A multi-generation Hillsborough estate sold from a trust to a cross-border buyer, with title cleanup and bilingual coordination across counsel, CPA, and the foreign principal — closed in 49 days including title remediation.
An Old Palo Alto property listed and went to multi-offer inside the first week. Our buyer won at second-best price by structuring offer terms — clean contingencies, fast close, escalation logic — that gave the seller superior certainty.
A buyer exiting a commercial investment needed to roll into a Woodside equestrian estate inside the strict 1031 window. We sourced off-market, ran agricultural diligence in parallel, and recorded inside the 180-day deadline.
Every $8M+ closing has its own logic. Whether you face an off-market sourcing problem, trust-architecture design, an offer-strategy decision, or a 1031 exchange — open a direct conversation with Marie Wang or Kevin Mo.