Stillwater Services

Stillwater Advisory offers selective advisory engagements designed to support individuals, families, and professionals during complex life and property transitions. Services are structured to provide clarity, oversight, and coordination—working alongside trusted professionals rather than replacing them.

Every engagement begins with an initial assessment designed to understand the full scope of the situation. This includes clarifying priorities, identifying constraints, reviewing timelines, and understanding which professionals are already involved. The outcome is a clear transition plan that outlines recommended next steps, sequencing, and the appropriate level of advisory support.

This assessment is a standalone, paid engagement and does not require an ongoing commitment.

Stillwater Advisory supports clients through downsizing and relocation decisions involving primary residences, second homes, or long-held properties. Advisory support focuses on planning, coordination, and decision sequencing—helping clients determine what should happen, when, and in what order, without being burdened by day-to-day logistics.

This service is often engaged during retirement transitions, lifestyle changes, or geographic moves.

For clients preparing a property for sale, Stillwater Advisory provides oversight and guidance to ensure decisions are made strategically and efficiently. This may include coordinating preparation efforts, aligning timelines with real estate professionals, and advising on presentation considerations that impact market readiness.

The goal is clarity and structure—so preparation feels intentional rather than reactive.

This service supports families and individuals who are not local to the property or situation requiring attention. Stillwater Advisory acts as a consistent point of oversight, helping coordinate communication, monitor progress, and ensure decisions remain aligned with client priorities.

This engagement is particularly valuable for second-home owners, out-of-state families, or situations involving multiple stakeholders.

Stillwater Advisory provides non-legal oversight during estate and probate-related transitions involving property, household contents, or residential decision-making. Working alongside attorneys and other professionals, we help ensure next steps are clear, timelines are realistic, and responsibilities are coordinated appropriately.

This service is designed to reduce burden during emotionally and logistically complex periods.

Life transitions often involve overlapping decisions related to homes, property, and personal circumstances. Stillwater Advisory provides steady oversight during these periods, helping clients navigate change with clarity and confidence while coordinating with existing professional advisors.

Engagements are tailored to the complexity and pace of each situation.

For executives and professionals relocating due to corporate or organizational changes, Stillwater Advisory offers discreet oversight and coordination. This includes helping clients navigate residential decisions, timing considerations, and local logistics while maintaining focus on professional responsibilities.

This service is typically engaged through referral or in coordination with corporate stakeholders.

For clients who require a higher level of involvement, Stillwater Advisory offers a premium oversight option. This add-on provides increased availability, deeper coordination, and more frequent engagement across active workstreams.

Premium oversight is available by request and layered onto an existing advisory engagement.