Palm Beach

Palm Beach is more than an address. It is a private island of estate-scale residences, oceanfront condominiums, and equestrian compounds that quietly attracts the most discerning families in the world. With no state income tax, world-class schooling, year-round climate, and an established international community, Palm Beach has become a chosen destination for high-net-worth families across North America and Europe — with a particular pull from New York and Canada. I work with these families as their luxury real estate advisor — not just their realtor. I orchestrate the entire move across borders, languages, and legal systems.

A Tax-Smart Lifestyle Move

Many of my clients arrive from Manhattan, Long Island, and New Jersey. The same dynamics apply to families from Boston, California, and other high-tax states — I work with them on the same end-to-end basis. They are exiting high state-income-tax jurisdictions, restructuring estates, or simply choosing a longer, slower life. I work alongside their CPAs and estate counsel to time the purchase, structure the entity, and integrate their move with their broader wealth plan.

A Trusted Cross-Border Advisor

Canadian buyers, particularly from Toronto and Montreal, face an additional layer of complexity: snowbird tax rules, FIRPTA, currency planning, and immigration. As a former attorney trained in international law and a fluent French and Dutch speaker, I bridge these conversations with my network of cross-border immigration counsel, wealth managers, and Canadian CPAs.

A Canadian Family on Palm Beach Island, $10M+

Most recently, I guided a Canadian family into a $10M+ home on Palm Beach Island. The work began long before the showings: cross-border counsel introductions, FIRPTA-aware purchase structuring, and conversations with their Canadian advisors, tax attorney, and estate attorney. This was the family’s first U.S. home — a secondary residence to their primary home in Canada. Beyond closing, I served as their on-the-ground proxy while they remained abroad: I coordinated four contractor walk-throughs, secured competing quotations, and oversaw initial work in the house — all before they had ever spent a night in it.