For Advisors
IDist® works with the CPAs, attorneys, insurance underwriters, family offices, architects, and building managers who serve long-time New York owners. Many of you live here, build here, raise families here. The dossier is built so your clients can make better residential decisions — for themselves, for the makers and craftspeople who define what these homes become, and for the city you and they both call home.
Each engagement is direct between the owner and IDist. Your relationship with your client stays yours. Your fees stay yours. Referral structure is confirmed individually at the start of each relationship.
CPAs & TAX ADVISORS
Your client gives you a shoebox of receipts at tax time. Substantiating years of unrecorded capital improvements with degraded data is what forensic CPAs charge $5,000–$15,000 to do reactively at sale. The dossier replaces that with an annually maintained, ST-124-shaped, OBBBA-substantiated record your client hands you at every cycle. Advisory fees flow on both ends — annual maintenance with the owner, transaction-time positioning at sale. We substantiate; you advise.
ESTATE ATTORNEYS & TRUST ADVISORS
Trust formation begins with a verified asset. Probate, inheritance, and transfer events are simpler when the residence’s contents, capital improvements, and provenance are substantiated and attorney-friendly from day one. The dossier carries an Estate Transfer engagement variant that coordinates with your work. We substantiate; you counsel.
INSURANCE UNDERWRITERS & BROKERS
A defensible inventory at scheduling — not at the time of claim. Verification photography at install moments, materials provenance, and current contents valuations turn schedule reviews into faster decisions and reduce dispute risk. Forty percent of contents insurance claims are disputed primarily because no record existed at the time of loss. The dossier closes that gap before it opens. We verify; you underwrite.
FAMILY OFFICES
Independent of every other seat at the table. The dossier serves the principal’s asset visibility goals without competing with your investment, accounting, or operational mandates. Vendor-neutral, owner-aligned, never bundled with execution. The dossier travels with the property across transfers, marriages, trusts, and generations. We register; you steward.
ARCHITECTS
You have clients whose project scope does not justify your full engagement. The Foundation dossier serves those clients without competing with your work — and gives you a verified record of existing conditions before any new project begins. Pre-Renovation Strategic Review available to dossier holders, independent of execution. We verify; you design.
BUILDING MANAGERS
You are asked for contractor and vendor recommendations you cannot fully stand behind. The dossier is a credible, vendor-neutral option that serves your residents and your professional standing simultaneously. One signed building-level relationship gives the dossier credibility across fifty to two hundred residents. We register; you manage.
Referral structure is confirmed individually at the start of each relationship. We will respond within one business day.