Advanced Service — Complex Board Application Strategy

Strategic preparation and presentation of complex NYC co-op or condo board applications involving non-standard financial profiles.

This service goes beyond document assembly. I work strategically to structure, explain, and present complex financial situations in a clear, board-friendly way — reducing questions, friction, and the risk of rejection.

Appropriate for applications involving:

• Trusts, estates, or inherited assets

• Self-employed or irregular income

• Significant investment portfolios or carried interests

• Bonuses, deferred compensation, or equity-based income

• Multiple properties or contingent liabilities

• Prior denials or heightened board scrutiny

Includes:

• Strategic review of the full financial picture

• Guidance on how assets and income should be disclosed and framed

• Custom explanations and supporting narratives where appropriate

• Identification and cleanup of issues that commonly trigger board concern

• Coordination with agents, attorneys, lenders, and accountants

• Ongoing support through submission and initial board review