Your vision
our expertise
When it comes to protecting, growing or gifting your real estate, Hartcrest is purpose-driven to help you own your tomorrow.
How your real estate
affects your future is
personal.That doesn’t
mean you need to go
at it alone.
Built to strengthen your team
We work alongside your tax and legal advisors to tailor solutions that prepare your property for sale, secure long-term income or enable a hassle-free transition. As a fiduciary, our simple, transparent fee aligns our interests, so we do better when you do better.1
At Hartcrest we believe there is a void in estate planning. Strategic preparation of real property prior to it passing down is far too often overlooked. Inheriting real estate can be difficult. Particularly for those with conflicting needs or without the required time, experience or finances to make the most of their gift.
With up to $10.0M available per property and a unique blend of expertise, Hartcrest helps optimize real property value so you and your loved ones benefit more.1
When a trust’s grantor passes away, the assets are administered according to the terms of the trust. Executors and trustees are both held to the highest fiduciary standard of care. They must act in the best interest of the beneficiaries by preserving and investing trust assets prudently.
The probate process can be complex, and the entire proceeding can take between 9-18 months, sometimes even longer. More often than not, properties involved in probate contain substantial deferred maintenance and other deficiencies leaving them to be sold in fair to poor condition.
At Hartcrest we believe there is a void in estate planning. Strategic preparation of real property prior to it passing down is far too often overlooked. Inheriting real estate can be difficult. Particularly for those with conflicting needs or without the required time, experience or finances to make the most of their gift.
When a trust’s grantor passes away, the assets are administered according to the terms of the trust. Executors and trustees are both held to the highest fiduciary standard of care. They must act in the best interest of the beneficiaries by preserving and investing trust assets prudently.
Hartcrest eliminates any out-of-pocket expenses for the estate and executes necessary solutions to protect trust property and grow it wisely.1
Passionately committed to preparing real property for what’s next.
Plan carefully, execute precisely
Our purpose-driven solutions are founded on personalized strategic planning, proactive problem-solving and collaboration.
We carefully manage every detail, from initial goal discovery through completion, ensuring execution of a plan that is aligned with your vision. This integrated approach mitigates risk and allows us to skillfully guide even the most complex projects.
With up to $10.0M available per property, we are uniquely positioned to help navigate devaluing complications, while simultaneously creating tangible value so you or your loved ones can benefit more.1
Why Families, Advisors, and Fiduciaries Choose Hartcrest
No Upfront Costs, Ever
We understand that early, thoughtful planning can make all the difference. By removing the burden of upfront expenses, we aim first to earn trust, so when property transfers occur, Hartcrest is chosen to lead the way.
Uniquely Positioned Experience
Whether it’s primary residences, investment properties, or business-related real estate, our multidisciplinary expertise uniquely positions Hartcrest to be able to protect real property and grow it wisely.
Providing Clarity and Confidence
Any real property transfer requires transparency and neutrality. Our comprehensive analysis, ongoing reporting and proactive communication provide clarity and confidence for all parties.
Built to unlock embedded value
Recognizing that funding is often the missing link in property optimization, Hartcrest eliminates the stress of out-of-pocket expenses and prepares real property for what’s next by adding tangible value.1
Aligned Interests
Hartcrest fronts the cost to improve real property so clients can maximize its value. As a fiduciary, our process aligns interests through a transparent, success-based fee structure paid directly from the transfer.1
Strategic Vendor Ecosystem
After being an integral part of unlocking over $1B in real property equity over the past 20 years, there’s little we haven’t seen. Our curated vendor network includes architects, trade contractors, engineers, political and environmental consultants, and everything in between.
