Estate Advisory

Listen Advisory

Strategic counsel for families bringing values onto their own ground. Because your property deserves the same intentionality as the rest of your commitments.

Ownership 3.0

Ownership 1.0 acquires.
Ownership 2.0 aligns.
Ownership 3.0 belongs.

The families we work with have already done the second-generation work. Philanthropy structured. Impact portfolios aligned. Nature-based solutions funded on other people's land. The external coherence is there.

And then their own estate sits outside all of it. No ecological relationship, no living strategy, no answer to what the land itself requires. The values that shape everything else stop at the property line.

The legal structures that govern property ownership were never designed for this. They define what you can do with a place. They say nothing about what the place requires, or who you might become in relation to it.

Ownership 3.0 starts from a different question. What is already here, and what does it mean to own land in this day and age?

We work with families at the threshold of that question. Before the architects. Before the irreversible decisions.

Who This Is For

Properties at threshold moments require integrated strategic direction.

01

Recent Acquisition

Significant estate, running operations, conflicting consultant advice. The complexity exceeds initial assumptions. Integrated strategic direction required before irreversible commitments.

02

Inherited Complexity

Multi-generational property with layered history, competing family visions, conservation restrictions. Lawyers address structures, architects focus on buildings, ecologists on land. No one holding the strategic whole.

03

Values Without a Vehicle

Your portfolio is impact-aligned. Your philanthropy reflects your commitments. But your own property - the place you're actually responsible for - has no strategy connecting what you believe to what the land needs.

04

Mid-Process Uncertainty

Plans underway, but misalignment emerging. Designs that don't integrate, specialists not coordinating, major commitments pending without strategic confidence. Clarity required before course is locked.

Approach

Most estate planning separates
what should be integrated

Lawyers handle trusts. Architects address buildings. Land managers focus on ecology. Financial advisors optimise assets. Each works in isolation, leaving families to connect the pieces themselves. We bridge these elements into unified stewardship strategy.

01

Place Understanding

Deep site analysis covering ecological systems, architecture, history, climate patterns and projections. Understanding what the place's character is, not just what the data says.

02

Future Thinking

Climate adaptation strategy, infrastructure vulnerability, and long-term scenario planning. Preparing your property for the next fifty years, not just the next five.

03

Human Alignment

Multi-generational visioning that addresses inheritance dynamics, differing values, and the emotional complexity of stewarding meaningful places.

04

Expert Coordination

We coordinate the architect, ecologist, estate lawyer, financial advisor. You don't manage five consultants - we integrate them into a single strategic direction.

05

Purpose Alignment

Place and people aligned on purpose. Land management strategies and practices that improve land health and value over decades. Belonging as the starting point.

06

Implementation

Clear sequencing of decisions, consultant team assembly, and phased approach that allows for learning and adaptation over time.

The Process

We begin with deep listening - to the place, to the family, to the tensions between what is and what could be.

The deliverable is a comprehensive stewardship plan integrating ecological assessment, architectural strategy, family governance structures, financial modelling, and implementation timeline. Everything needed to move forward with clarity.

For families working with single or multi-family offices, we integrate seamlessly with your advisory team, focusing exclusively on property strategy.

Complete confidentiality. We understand family legacy involves sensitive dynamics.

Jo Petroni

About

Jo Petroni

Strategic advisor with architecture background specialising in large estates where buildings and nature are integrated. The work bridges deep place understanding with future thinking, helping estate owners, place stewards, and families navigate the complex process of moving irreplaceable properties toward their next stage.

Based in France and serving clients across Western Europe and the United States. Decades of expertise in site analysis, strategic planning, and property development inform each advisory engagement.

Second-generation architect · Bioclimatic design expertise · Pioneer member, The Biophilic Society · Active practice across Australia, Southern California, and France · Specialist in integrated site reading for fire-prone, water-stressed, and climate-exposed landscapes

LinkedIn Publication Methodology

Begin the Conversation

If you're stewarding a property at a threshold moment and need strategic clarity, we'd welcome a conversation.

Whether you've just acquired, recently inherited, or realised your property deserves the same intentionality as the rest of your commitments.

Estate Advisory

Jo Petroni

jo@jopetroni.com

+33 767 008 878

LinkedIn

Based in France. International practice.

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Most clients are referred by family offices and previous families who recognise when succession requires integrated strategic direction.