Most of the families in our Legacy Land Advisory practice arrive through two doors: an estate planning attorney's office or a CPA's. That is by design. The professionals who see a farmland sale coming first, the ones drafting the trust or preparing the return, are rarely positioned to run the whole transition, and most have no interest in trying. This page is written for you, professional to professional: where our work starts and stops, how the economics work, and what happens to a client you introduce.
Where we start and stop
The lanes first, because everything else depends on them. We do not draft documents. We do not prepare returns. We do not practice law or accounting, and we do not offer opinions that belong to your license rather than ours. What we do is financial planning, reinvestment strategy, and coordination: the analysis and sequencing that sit between the trust you draft and the return you file.
Your work product stays yours. When we review an estate plan, the output is a list of questions for the attorney, not a redline. When we model the tax picture of a sale, the output is a set of scenarios for the CPA to check and refine, not a filing position. If our numbers and yours disagree, yours are the ones that go on the return.
We also work from the client's existing professional team first. If a family arrives with an attorney and a CPA already in place, those relationships are the starting point, not an obstacle. We introduce candidates for a role only when the client has a gap on the team and asks us to help fill it.
The quarterback model
A farmland transition touches escrow timelines, capital gains, entity structure, Williamson Act contracts, water rights, estate documents, and a family's internal politics, usually all at once. Each professional on the team holds a piece. The failure mode we exist to prevent is the one you have watched happen: each piece is handled competently and nobody owns the whole, so the trust says one thing, the title says another, and the reinvestment plan was never connected to either.
Our role is one adviser responsible for the whole picture. Transaction planning before escrow opens. Reinvestment strategy after it closes. Estate plan review alongside the attorney. Tax modeling alongside the CPA. The client gets a single place where every thread comes together, and you get a counterpart who calls before a decision touches your work rather than after. The full sequence is laid out on our process page.
We work for the client, alongside the professionals the client already trusts. That order never reverses.
The economics, in the open
Legacy Land Advisory is a flat annual fee, published on our fees page where anyone can read it before a first meeting. If a family also asks us to manage investment assets, those fees are disclosed separately and in writing. There are no commissions, no product compensation, and no arrangement where our income depends on what the client decides to do with the land.
And the sentence that matters most on a page like this one: We pay no referral fees and accept none. If we introduce a client to you, it is because they need what you do. Introductions in either direction carry no economics, which means you can send a family our way, or receive one from us, without anything to disclose beyond the introduction itself.
What your client experiences
The technical work matters, but what your client remembers is how the transition felt. Here is what a family you introduce can expect from us.
What your client experiences
One adviser holds the whole picture: the sale, the reinvestment, the estate documents, the tax modeling. Your client stops carrying messages between offices.
A transition is a family event, not a transaction. We run meetings the next generation can sit in on, so the plan is understood by the people who inherit it.
Every recommendation goes in writing a farm family can read without a translator. Your documents keep their required precision; ours are written to be read at a kitchen table.
Flat fee, paid directly by the client, disclosed before the engagement begins. Nothing about our compensation changes based on what the family chooses.
What referral looks like in practice
It starts wherever you want it to. Some professionals prefer a call with us first, before any client name is mentioned, to hear how we work and decide whether the fit is real. Others simply give the family our number. Either way works.
The first meeting with the family carries no cost and no obligation. If the fit is wrong, we say so early; a selective practice only functions if the answer is sometimes no. If the family engages us, we report back to you only with the client's permission, and confidentiality runs in every direction: what a family tells us stays with us, and what you share about a matter stays inside the team the client has assembled.
Legacy Land Advisory
Have a client weighing a farmland sale?
A short call is usually enough to tell whether we can be useful, to you or to them. No client name required, no obligation created, and nothing about the conversation binds anyone to anything.
Start the ConversationCommon Questions
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What Professionals Ask
Do you pay or accept referral fees?
No. Avidity Capital Inc. is compensated solely by advisory fees paid directly by clients. We do not pay for introductions and we do not accept payment for making them. When a client is introduced in either direction, no money moves between the professionals involved.
Will you try to replace our firm in the client relationship?
No. Our lanes are stated plainly: we do not draft documents, prepare returns, or practice law or accounting. We coordinate the financial plan around the work you produce, and we work from the client's existing professional team first. We suggest a replacement only when the client has a gap on the team and asks us to help fill it.
What does the client pay?
Legacy Land Advisory clients pay a flat annual advisory fee, published on our fees page. If a family also engages us to manage investment assets, those fees are disclosed separately and in writing. There are no commissions and no product compensation of any kind.
What kinds of clients fit?
California farm families weighing a sale, a 1031 exchange, or a generational transition, most of them in the Central Valley. The practice is deliberately selective: we take on a small number of families per year so each transition gets the attention it requires.
Important Disclosures
This page is informational and is not an offer of advisory services or an invitation to enter any arrangement. Advisory services are provided only under a written agreement. Nothing here constitutes tax, legal, or investment advice, and nothing here should be read as a commitment to make introductions to any professional or firm; introductions are made only when a client needs the service in question.
Regulatory Disclosure: Avidity Capital Inc. is a California state-registered investment adviser (CRD# 312745). Registration does not imply a certain level of skill or training. For firm background information, visit adviserinfo.sec.gov/firm/summary/312745.
No Commission Disclosure: Avidity Capital Inc. is compensated solely by advisory fees paid directly by clients. The firm does not receive commissions, referral fees, or revenue-sharing payments from sponsors, issuers, or product providers.