Private Client Title & Escrow Services for South Florida's Most Discerning Principals

For ultra-high-net-worth individuals, family offices, and their advisors, a real estate transaction is more than a simple transfer of property—it is a strategic component of a larger wealth management and legacy plan. Location Title & Escrow LLC's Private Client Services division operates with the sophistication, discretion, and proactive intelligence required to manage these complex acquisitions and dispositions. We function as a seamless extension of your advisory team, ensuring that your South Florida real estate interests are secured with institutional rigor and concierge-level attention.

Understanding the Needs of the Private Client

We recognize that for our private clients, time is the most valuable asset and privacy is non-negotiable. Standard title and escrow services are ill-equipped to handle the unique demands of the UHNW segment. Our approach is fundamentally different, built around the core expectations of principals who operate on a global scale. We provide more than standard service—we deliver individualized, ever-adapting solutions to accommodate the needs of each party to every transaction.

Absolute Discretion: Your privacy is our paramount concern. All communication and documentation are handled with the utmost confidentiality, and we offer structures designed to preserve anonymity. We understand that for high-profile individuals, discretion is not optional—it is essential.

Proactive Intelligence: We identify and resolve potential title, lien, or compliance issues before they can impact your transaction, providing proactive counsel rather than reactive problem-solving. Our team conducts pre-contract title review and analysis, allowing you to assess potential issues before an offer is even made.

Seamless Coordination: We serve as the central point of contact, liaising with your legal counsel, wealth advisors, family office, and international banking partners to ensure a frictionless process. Whether you work with UBS Private Wealth Management, JPMorgan Private Bank, or an independent family office, we integrate seamlessly into your existing advisory ecosystem.

Global Capability: Our team possesses deep expertise in cross-border transactions, including FIRPTA compliance, multi-currency wire coordination, and the nuances of foreign entity ownership. We work directly with major title insurance underwriters to handle the most complex cases with confidence.

The South Florida Luxury Market Landscape (Q1 2026)

South Florida remains a primary global destination for UHNW individuals seeking to acquire legacy properties. The market is characterized by a flight to quality, with discerning buyers prioritizing privacy, security, and unique lifestyle amenities. Off-market transactions now dominate the ultra-luxury segment, accounting for over 60% of deals exceeding $10 million in 2025. [1] This "whisper market" requires a title partner with the network and discretion to operate effectively outside of public channels.

Our Concierge-Level Service Differentiators

Our Private Client Services are designed to anticipate your needs and exceed your expectations. We provide a suite of services that redefine the role of a title company—operating not as a transactional middleman, but as a strategic partner in your real estate endeavors.

Privacy & Confidentiality: Our Core Commitment

We have instituted rigorous protocols to safeguard your privacy throughout the entire transaction process.

Anonymous Ownership Structures: We work with your legal counsel to facilitate title vesting in trusts or multi-tiered LLCs to shield your identity from public records. This is standard practice for high-profile individuals, including athletes, entertainers, and C-suite executives.

Secure Communication Channels: We utilize encrypted communication methods for the transfer of all sensitive documents and information. Your financial and personal data are protected with institutional-grade security.

Non-Disclosure Agreements (NDAs): Our team is available to execute NDAs upon request to provide an additional layer of legal protection. We understand that confidentiality is not negotiable in the UHNW space.

No Public Marketing: We will never use your transaction for marketing purposes, and all post-closing documentation is handled with the same level of discretion. Your privacy is our priority, from first contact through post-closing.

How UHNW Clients Find Us

Our Private Client Services are often discovered through trusted referrals within the wealth management ecosystem:

Wealth Managers & Private Bankers: Advisors at UBS Private Wealth Management, JPMorgan Private Bank, Goldman Sachs Private Wealth, and Morgan Stanley frequently refer their clients to us for complex real estate transactions requiring specialized expertise.

Luxury Real Estate Agents: Top-producing agents representing ultra-luxury properties in Miami Beach, Palm Beach, and Coral Gables trust us to handle their most discerning clients with the care and sophistication they deserve.

Family Office Networks: Independent family offices managing multi-generational wealth rely on our ability to handle portfolio-level transactions and integrate seamlessly with their legal and tax advisors.

Underwriter Partnerships: We work directly with major title insurance underwriters to handle the most complex cases, ensuring that even the most intricate transactions are backed by institutional strength and expertise.

Who Our Private Client Services Are For

• Principals and Families acquiring or disposing of properties valued at $2 million and above, who require a title partner that understands the nuances of high-value transactions.
• Family Offices managing diverse and complex real estate portfolios, who need a title company that can handle multiple simultaneous closings and integrate with their existing advisory team.
• International Buyers navigating the complexities of U.S. real estate law and FIRPTA regulations, who require expertise in cross-border transactions and multi-currency wire coordination.
• High-Profile Individuals (athletes, entertainers, executives) for whom privacy and discretion are paramount, and who cannot afford the risk of public exposure or security breaches.

Who This Service Is Not For

• **Traditional Retail Transactions** where standard service levels and conventional timelines are sufficient and preferred.
• **Clients Seeking the Lowest Price** over the highest value, as our concierge-level service reflects a premium investment in expertise, discretion, and white-glove care.

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