Advisor Perspective · LIMA signature
Private sale, and patience
An advisor perspective on discretion when a residence must change hands quietly.
Isabelle Cruz · 1 March 2026 · 4 min read
Private sale is often misunderstood as secrecy for its own sake. In practice it is a craft: choosing who hears the story, in what order, and with what proof of seriousness.
The advisor’s job is to protect the household’s privacy while still creating enough clarity for a principal on the other side to decide with confidence.
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