Insurance Renewals

We act as an independent, non-writing insurance broker, partnering with property & asset managers— condo boards— to simplify and improve the renewal process. Our role is to take the heavy lift off our clients by gathering data, shopping policies across the market, and coordinating with broker partners who specialize in each type of building. The result: board-ready proposals that deliver better pricing and clearer coverage options.

Beyond renewals, we go further by identifying risk-mitigation opportunities and recommending operating practice changes that insurers can look favorably upon. From adjusting condo documents to shift exposure appropriately, to implementing water-damage prevention systems, or publishing roof-deck safety standards, we help associations unlock long-term savings while strengthening their overall risk profile.

Fractional Trustee

We serve as a trusted partner to condominium boards and HOAs, stepping in as a Fractional Trustee to provide ongoing leadership support, reserve planning, governance guidance, and risk management. Whether you’re managing aging infrastructure, renegotiating vendor contracts, or navigating internal board dynamics, we bring consistent, experienced oversight to reduce the burden on volunteer trustees and protect the long-term interests of the association.

Trust Handoff

We serve as an impartial, third-party advisor during the critical transition from developer control to homeowner governance. Our role is to build confidence across all stakeholders — neighborhood associations, developers, realtors, and future buyers — by ensuring the transition is well-documented, transparent, and professionally managed.

We support the process by reviewing capital plans, warranties, permits, and vendor agreements; validating reserve studies; and flagging key risks before they become liabilities. For community associations, we act as an early advocate for strong governance. For developers, we streamline the handoff and reduce post-sale conflicts. For realtors and buyers, our involvement increases trust in the long-term health and professionalism of the association — making the community more attractive and more valuable.