Transition Success Chronicles.
Examine detailed narratives of how our fiduciary advisory firm successfully navigated developers guidelines to release client portfolios from recurring resort assessments.

The Aspen Heights Estate Release
The Challenge:Client was managing a points-based contract that had been passed down via estate planning. Annual maintenance dues were escalating at 8.5% annually, with developers refusing any direct buybacks or contract adjustments.
Our Approach:Our audit desk reviewed original disclosure packets and developer covenant guidelines. We identified compliance oversights in the developer's contract transfer rules and initiated a formal compliance release request.
The Outcome:Full corporate developer-signed release completed. The client's portfolio is permanently cleared of the contract, saving an estimated $124,000 in projected future maintenance assessments.
Saved
$124,000 Saved
Timeline
Resolved 2019 • 60 Days
Status
Released

Palm Beach Beachfront Release
The Challenge:The clients had engaged three separate unlicensed listing agencies over 36 months, resulting in lost upfront fees and zero progress. The resort developers continued to demand rising assessments under a perpetual duration clause.
Our Approach:We bypassed third-party resale brokers and initiated direct negotiations with developer general counsel, utilizing state-specific property disclosure laws to support a compliance-driven deed-of-release request.
The Outcome:Developer executed a formal deed of release, permanently terminating the contract. The client received certified termination letters with zero remaining liabilities.
Saved
100% Release Securing
Timeline
Resolved 2022 • 45 Days
Status
Released

The Maui Multi-Resort Consolidation
The Challenge:An investor held multiple resort property interests scattered across four developer groups. Consolidating his estate proved impossible due to mismatched contract types and complex corporate developer rules.
Our Approach:We audited all four holdings and structured a bulk corporate transfer strategy. We matched two properties with active buyer liquidity pools and processed compliance transition pathways for the remaining two.
The Outcome:All four holdings successfully transitioned. Two interests were transferred to private buyer networks and two were terminated by developers. The entire portfolio is cleared.
Saved
4 Properties Cleared
Timeline
Resolved 2024 • 90 Days
Status
Released
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