Escrow
We manage escrow services for business and commercial/residential transactions, ensuring funds are held and disbursed only in accordance with agreed terms. Every transaction is carefully coordinated with a clear, documented process that protects all parties and provides transparency from receipt through final disbursement.
Scope of the engagement.
- Escrow Account Coordination
- Receipt of Funds
- Secure Holding of Funds
- Verification of Release Conditions
- Disbursement Authorization
- Final Fund Distribution
- Transaction Documentation
- Escrow Reporting
- Escrow Title Service
The scope of escrow services depends on the transaction structure, applicable agreements, and release instructions provided by the parties.
The engagement.
- 01
Agreement
We draft the escrow agreement with both parties. Funds are not accepted until terms are signed.
- 02
Holding
Funds are held in a segregated, insured account at a US bank. Balance is reportable on request.
- 03
Release
Upon condition fulfillment, funds disburse within one business day. Full ledger statement at close.
Things people ask.
- What is the minimum and maximum transaction size?
- Minimum $25,000. Maximum is set by the holding bank per transaction; large transactions may require split accounts.
- How long can funds be held?
- Up to seven years. Most escrow agreements run 30 days to 18 months.
- Are funds FDIC-insured?
- Yes, up to FDIC limits per beneficial owner. Above that, we use IntraFi sweep arrangements.
Begin a conversation about escrow.
Tell us the goal. Your Concierge confirms the scope, names the professionals involved, and quotes before anything begins.