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For a luxury homeowner, their home is a reflection of their success. High-net-worth-individuals (HNWIs), for the most part, do not like to brag about their wealth. They don’t sit around country [...]

The Federal Reserve published a blog post early in November. Would it surprise you to know that the top 1% hold almost 5% of total personal debt in America? That’s over $700 Billion in mortgage [...]

When it comes to personal branding you may think about super successful business names like Richard Branson, or Tony Robbins. They’ve spent years (and millions of dollars) building their personal [...]

Thank-you Google! You just gave us a $1.1M Condo Corporation Loan. How many other mortgage brokers can say that Google earned them $16,500 in commission?! That’s the 1.50% broker fee we earned on [...]

“Tribe of Millionaires” is a book written by 4 highly successful people to highlight the importance of being part of a group that holds you accountable to living your best life. The book is based [...]

Working with luxury home developers can lead to some unexpected and highly lucrative business opportunities. When a mortgage broker closes a $2 million-dollar deal, most will know exactly how [...]

According to Knight Frank’s 2019 Wealth Report, the Top-3 cities in the world for ultra-high-net-worth-individuals (assets greater than $30M excluding principal residence) are as follows: London, [...]

With high-net-worth clients, perception is key. Right or wrong, they will form an opinion of you within the first 5-minutes of shaking your hand. What you say or do afterwards will be judged [...]

Condominium Corporation Loan Otherwise known as Condo corporation financing or condo corp loan. A Condominium Corporation Loan is a product designed to help condominiums receive money to complete [...]

I just finished meeting with my advisory board and heard about a sizable deal that recently closed. It was for a very large private mortgage, well over twenty-million dollars. My immediate [...]