William Huston, AIF®, AIFA®

10 Top Real Estate Agents for UHNW Families and Individuals

William Huston, AIF®, AIFA®

William Huston, AIF®, AIFA®

10 Top Real Estate Agents for UHNW Families and Individuals

uhnw real estate broker

When it comes to buying or selling luxury properties, ultra high net worth individuals may have different needs and preferences due to the lifestyle that they lead. It is therefore crucial that these high net worth clients work with top-tier real estate agents who specialize in this niche market. While some UHNW individuals may choose to take on the real estate acquisition or selling process by themselves, some prefer to work with their family offices and wealth managers to guide them so that they can make the best investment choices.

UHNW clients usually require a level of expertise, discretion and personalized service that goes beyond traditional real estate transactions. In this article, we highlight the top 10 luxury real estate agents who have established themselves as leaders in serving UHNW families and individuals.

Key Takeaways
  • It is important for UHNW families and individuals to work with top-tier real estate agents who specialize in the niche market due to their unique needs as preferences, as a result of the lifestyle that they lead
  • A UHNW (Ultra High Net Worth) person refers to an individual with investable assets of at least $30 million, excluding their primary residence
  • Top real estate agents for UHNW families and individuals include: Ila Corcoran, Alexa P. Lambert, Jade Mills, Jayson Oppenheim, Matt and Josh Altman, Santiago Arana, Sharelle Rosado, Tenisha Williams and Tomer Fridman

The contents of this article are for educational purposes only. They are not intended to be a source of professional financial advice. You will find experts on financial planning and financial management here. More on disclaimers here.

Who Classifies as a UHNW (Ultra High Net Worth) Individual?

A UHNW (Ultra High Net Worth) person refers to an individual with investable assets of at least $30 million, excluding their primary residence. It is reported that the most UHNW individuals are based in the U.S.

Top Luxury Real Estate Agents for UHNW Families and Individuals

1. Ila Corcoran

Ila Corcoran

Ila Corcoran is among the top luxury Realtors in the Los Angeles, California area and she also serves as the SVP of Real Estate Operations at Bay Street Capital Holdings. At the start of her career, Ila began as a property manager, among a team of 4 others supporting more than 300 units across southern California. At the same time, she achieved a Bachelor's degree and 2 minors from California State University Long Beach.

After that, she obtained her Real Estate License and dived into the commercial real estate space by assisting in the acquisition of more than 60 units by a small commercial real estate firm in Los Angeles. After operating in the commercial real estate space for a while, Ila decided to switch to residential real estate where she found her passion. For a year, Ila worked with 9 of the leading home builders in South California, facilitating the purchase and sale of newly constructed housing and starting a real estate portfolio of her own.

Ila has also worked as a key stakeholder in developing a platform of over 70,000 real estate professionals, helping them and their clients maximize their equity and avoid the threats of iBuyers/discount buyers. In 2021 alone, she led a team to close more than $80M in transaction volume across numerous states, with a laser focus on value-add services for the American homeowner.

In 2022, Ila began a new journey with Bay Street Capital Holdings, a Black-owned wealth management firm. Since joining the team, Ila has closed $10.4M in real estate and secured more than $2.2M in AUM during her first 6 months as a licensed investment advisor representative. As the SVP of Real Estate Operations and Advisory services for the firm, she also manages acquisitions for the newly launched private equity fund, Resthaven Properties. So far, she has supported Resthaven in amassing allocations of $25M from like-minded investors as well as acquiring multiple properties.

During her free time, she enjoys serving apartment communities across Los Angeles and the non-profit housing space dedicated to serving those experiencing homelessness.

If you would like to work with Ila for your real estate needs or you'd like to get started in real estate investing, get in touch with her here.

2. Alexa P. Lambert

Alexa P. Lambert

Alexa is among the top real estate brokers at Compass thanks to her excellent negotiation and marketing skills which she acquired at the William Morris Agency in their mailroom training program. Her specialty is in residential properties but her expertise extends across various types of properties. That enables her to deal with different types of clients depending on their specific needs.

Her real estate clients range from celebrities, to entertainment executives, CEOs of Fortune 500 companies, partners from most of the major investment banks, real estate executives to foreign high net worth investors and buyers.

In 2020, Alexa was ranked the number one residential broker in the United States by The Wall Street Journal/Real Trends.

3. Jade Mills

Jade Mills

Also known as the 8 billion dollar woman, Jade Mills is a luxury real estate agent who is known for her integrity, loyalty and professionalism. She is considered among the most successful agents at Coldwell Banker. Currently, she is ranked the #1 Agent Worldwide for Coldwell Banker and the #5 Agent Worldwide for all Brokerages.

To date, she has managed to close over $8 Billion in career sales with the sale of The Manor” (aka “The Spelling Manor”) at $119,750,000, being among the highlights of her real estate career. Jade specializes in serving the needs of real estate buyers and sellers in different parts of Los Angeles including Beverly Hills, Bel Air, Holmby Hills, Brentwood, Pacific Palisades and the Hollywood Hills.

She also serves as the Co-Chairman of the International Luxury Alliance, which is an elite network of professionals that offers extraordinary real estate services to their clientele.

4. Jason Oppenheim

Jason Oppenheim

Jason Oppenheim is the President and Founder of The Oppenheim Group. He works with luxury real estate buyers and sellers to help them buy or sell the best property throughout Southern California.

Initially, he worked in law but later transitioned to working in real estate and joined Coldwell Banker where he quickly established himself as one of the leading realtors in the nation. After only three years in the business, Jason founded The Oppenheim Group brokerage in West Hollywood.

He was recently recognized as the Best Real Estate Agent in the United States by the distinguished International Property Awards and has also been recognized by other media outlets such as the Wall Street Journal, The Hollywood Reporter, and Variety.

5. Matt and Josh Altman

Matt and Josh Altman

The Altman Brothers are among the most renowned agents in the luxury real estate market. So far, they have managed to close real estate sales worth $6+ billion and $2.5+ billion in 2021 and 2022 alone.

In their career, the brothers have managed to sell some of the most iconic and beautiful properties due to their extensive work experience and network of high net worth clientele. They have also been featured on popular media outlets such as: Forbes, CNBC, Wall Street Journal, among others. They have also featured in the successful TV show, “Million Dollar Listing.”

6. Santiago Arana

Santiago Arana

Santiago Arana is among the top luxury real estate agents and is ranked #6 real estate agent in the U.S. He joined The Agency in 2014 as Principal and Partner, and is part of a trio that includes Billy Rose and Mauricio Umansky. So far, he has managed to close $4+ billion in real estate.

He specializes in high-end residential real estate and new construction across the region’s most coveted neighborhoods. Originally from Sucre, Bolivia, Santiago’s international background has enabled him to build networks and relationships from different regions in the world.

He has been recognized by various popular media outlets such as The Wall Street Journal and The Hollywood Reporter.

7. Rochelle Atlas Maize

Rochelle Atlas Maize

Rochelle Atlas Maize is the Executive Director of the Luxury Estates Division at Nourmand & Associates. She is well known for her vast knowledge of the luxury real estate market.

With $2+ billion in career sales, Rochelle has managed to establish herself as an industry leader by developing skills to negotiate even the most complex transactions, and the ability to help her clients feel at ease. Her client roster includes renown artists, award-winning actors and entertainment industry executives

Rochelle has provided real estate expert commentary for various top media outlets such as: Wall Street Journal Mansion, LA Times, Forbes, Business Insider, among others.

8. Sharelle Rosado

Sharelle Rosado

Sharelle Rosado is the CEO and founder of Allure Realty, a luxury, Black-owned Real Estate brokerage firm that helps clients buy and sell their homes in Miami and Tampa, FL. Her firm serves high net worth clients such as sports men and women as well as entertainers in different industries.

Sharelle has managed to become among Florida’s top producing real estate agents as a result of her strong drive and great reputation. Sharelle is passionate about mentoring and empowering women from minority communities in order to help them with the process of wealth creation. In addition, she also serves as a broker and consultant to other real estate professionals as well, sharing tips on how they can leverage technology to improve their business operations.

The success of her firm, Allure Realty so far, has led to its expansion into new markets, with a new location in Miami and soon Charlotte.

9. Tenisha Williams

Tenisha Williams

Tenisha Williams is a managing real estate broker and the owner of Elite Realty Partners Inc, a Black-owned firm. Together with her team, they offer their services to luxury clients and real estate professionals from Miami to Florida.

So far, she has managed to build a team of 150+ real estate agents who, collectively, have managed to sell $130+ million in sales in just 2 years. She has managed to build a multi-million dollar business by establishing solid relationships with her clients as well as her willingness to always go the extra mile when serving her clients. She is aware that the process of acquiring and selling real estate can be a complex one and so she always strives to ensure that her clients have a seamless experience. In just three years, the firm has made sales worth 255 million.

Tenisha is recognized as a Florida Top 100 Realtor and she's also a mentor to 150 real estate agents.

10. Tomer Fridman

Tomer Fridman

Tomer Fridman is the Co-founder and Managing principal of TFG International at Compass Beverly Hills. He is also the Co-chairman and Founder of Israel Sotheby's International Realty. His specialty in the luxury market is dealing with homes that have unique architecture, branded collections, land development sales and marquee estates around the world.

He has worked with well known celebrities such as the Kardashians to help them find luxury estates. So far, he has $6+ billion in career sales and breaking the $840 million mark for closed sales in 2022.

He has been recognized by popular media outlets such as Variety Showbiz Real Estate Elite, LA Business Journal and Wall Street Journal/ Real Trends as among America’s Best Real Estate Agents.

Work With the Best!

When it comes to the world of real estate, UHNW families and individuals deserve nothing but the best.

If you're an UHNW individual or family looking to work with a certified and experienced luxury Realtor, then get in touch with Ila here.

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Bay Street Capital Holdings, located in Palo Alto, CA, is a financial planning, wealth management, and investment advisory firm with a unique focus on managing total risk and volatility to preserve and increase total assets and income.

Founded by William Huston, the firm has over 13 years of experience supporting the largest retirement plan in the US and has been recognized as one of the Top 100 Financial Advisors for 2022 by Investopedia.

Bay Street advocates for diverse and emerging fund managers and entrepreneurs and is the only Black-owned firm among the twenty recognized firms in California. With $480 million in assets under management, the firm was a finalist in the Asset Manager for Corporate Social Responsibility category in 2021.









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