Establish the fit
Begin with the Florida objective and the question your client needs resolved. We establish whether the requirement sits within Le Strand's scope and what remains to be clarified before an introduction or engagement.
Alongside your mandate
Your client relationship.
A considered local partner.
A South Florida point of coordination for advisers whose clients are moving, buying or establishing a second base.
ExploreCommunity Intelligence
Understand the place.
Plan the move.
Explore 36 community views, search a home and inspect available property and permit evidence. For families, immigration attorneys, wealth advisers and family offices, with dated sources and clear investigation questions.
Professional partners
A clear local counterpart, with respect for your role.
Last updated: 1 November 2026
Le Strand is a South Florida point of coordination for advisers whose clients are moving, buying or establishing a second base. Le Strand brings the local work into an organised sequence while established advisers retain their mandates. Independent professionals deliver the advice; Le Strand coordinates it into the Landing Plan.
Your client’s Florida plans can create practical dependencies across professional advice, the property search and family arrangements.
Le Strand brings the local work into an organised sequence while established advisers retain their mandates. The scope, communication and responsibilities are agreed at the outset.
Discuss a client situationDiscuss working togetherWorking together
From an introduction to an agreed piece of work.
Agree permission and responsibilities
With the client's permission, agree who is involved, what may be shared and the work each professional retains. We identify any additional expertise needed and discuss appropriate options. An introduction alone does not appoint Le Strand or create a legal or other specialist engagement.
Turn the brief into a practical sequence
For agreed work, connect the local decisions with the dates and professional answers they depend on. A residence search may proceed alongside school research while a particular commitment waits for an answer from the appointed adviser.
Review the next decision
Use the agreed communication arrangements to make progress, missing information and the next decision clear. When the requirement changes, revisit the scope and timetable with the client and the relevant professionals rather than silently expanding anyone's mandate.
A wider professional circle
Relevant to the work you already do.
We welcome conversations with immigration and private-client counsel, tax and estate advisers, private bankers, family offices, residential professionals and other specialists supporting internationally mobile families.
Serena’s Florida real estate representation is agreed through its own engagement. An introduction does not transfer an existing adviser’s mandate.
A practical example
What a useful first referral can look like.
Illustrative, anonymized outline: a family is considering a South Florida base for the next school year. They have tax and immigration advisers, have not selected a location and would like to understand whether a scouting visit should come before a residence search. There is no confirmed school place or arrival date.
That is enough to discuss the local requirement without sending the family's name, financial records or immigration documents. The next useful questions concern the intended use of the home, children's school stages, broad housing range, travel availability and which professional answers could change the timing.
For the referring adviser
Identify the decision you want the local work to inform. For example: does the family have a realistic location and residence brief, and which proposed dates remain assumptions? State the boundaries of your existing engagement and whether the client has agreed to a direct introduction.
For the family
Explain the options they need to compare and what is already in place. A family can ask about a residential purchase, sale or broader Landing Plan. Existing advisers remain involved; where a discipline is missing, we can discuss suitable introductions or a separately agreed engagement.
For the next update
Agree a concrete decision to report back on, subject to the family's permission. In this example, that could be the shortlist of locations to test on a visit, the school questions still awaiting answers and the resulting change to the home brief. It is more useful than a general assurance that the move is progressing.
A useful first handoff
Five points before a client is identified.
An anonymized outline is enough to establish whether Le Strand can help. Keep the first handoff to the practical information below; identifying details and sensitive records remain in the appropriate professional process.
Florida objective
State whether the family is considering a move, second base, residence purchase or another defined South Florida requirement.
Working timetable
Share the intended decision or arrival window and mark every unconfirmed date as an assumption.
Advisers already appointed
List the professional roles already involved and the mandate each adviser retains. Names are not required for the first conversation.
Decisions and dependencies
Identify the residence, immigration, school, household or local questions that affect one another and still need an owner.
Communication permission
Explain who may receive updates and what may be shared. Client-identifying information follows only with the client's permission.
See the Landing Plan
Understand how decisions, owners and timing are kept in one working sequence.
Explore Community Intelligence
Use dated community and property evidence to frame a location conversation.
Discuss an anonymized situation
Begin without naming the family. Every enquiry field remains editable.
After the introduction
What the adviser can expect to receive.
With the family's permission, Le Strand can keep the relevant local work visible to the appointed team. The useful format and update rhythm are agreed for the engagement; an introduction does not create automatic reporting or change an existing mandate.
Agreed scope note
A concise record of Le Strand's local role, the mandates that remain with existing advisers and any work that requires a separate engagement.
Decision sequence
The relevant dates, dependencies, responsible parties and open decisions affecting the South Florida residence or arrival plan.
Permission-led updates
Updates limited to the information the family has authorized Le Strand to share, through the people and cadence agreed at the outset.
Questions returned to the right adviser
Tax, estate, wealth, immigration and other specialist questions remain with the appropriately appointed professional rather than being absorbed into local coordination.
Every arrival begins with a conversation
A useful introduction.
A clear relationship.
Your plans, your timing, your questions. An introduction with Serena, at your pace.
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