Customized Services

Confidential representation of high net worth individuals, executives, and professional athletes.

Our Services

Discreet Representation, Global Reach

At the Hall Cassie Marshall Group, we understand that discerning clients expect more than a traditional approach. Our Private Office services provide a customized and tailored approach: absolute discretion, precision, and curated access – seamlessly navigating residential, waterfront, acreage, development, and investment opportunities across the Okanagan and beyond through Sotheby’s International Realty’s global network.

Through selective sponsorships, including the Vancouver Diamond Rally and the Kelowna Hockey Festival, and collaborations with global luxury brands, we remain engaged in the worlds of sport, culture, and lifestyle that matter most to our clients.

What Sets Our Private Office Services Apart

Confidential Advisory

Transactions handled privately from start to finish, with controlled exposure and NDA support upon request.

Bespoke Representation

Tailored strategies aligned with unique objectives, privacy requirements, and timelines.

Global Reach

Access to Sotheby’s International Realty in 80+ countries, plus trusted local expertise in the Okanagan.

Lifestyle Access

Connections that extend beyond real estate: curated introductions, private suite access, and bespoke events.

Legacy Opportunities

Exclusive lakeshore estates, acreages, wineries, and private investment properties — both on and off market.

Concierge Services

Our Private Office extends into personalized concierge offerings designed to support every aspect of our clients’ lives:

Relocation Management:

From international moves to seamless Okanagan transitions.

Discreet Travel Coordination:

Private aviation, ground transport, and luxury itineraries.

Estate Oversight:

Management introductions for property care, staffing, and security.

Lifestyle Arrangements:

Private dining, winery access, and cultural event invitations.

Wellness & Family Services:

Connections to private education, healthcare, and local integration support.

Our Philosophy of Engagement

Private Intake:

Quietly define goals, privacy constraints, and investment focus.

Curated Strategy:

Develop bespoke pathways, including discreet off-market opportunities.

Discreet Execution:

Deliver seamless results with minimal exposure and maximum precision.

 

Commitment to Discretion

For clients where discretion and precision matter most, we represent quietly, effectively, and without compromise.

Why Work

With Us

$150M

Total sales volume since 2020

250+

Transactions since 2020

8

Agents

100+

Active Listings

The Hall Cassie Marshall Group is a sophisticated group of high-producing agents at Sotheby’s International Realty Canada.

The production and marketing expertise of the HCM Group speaks for itself. In his earlier years as an independent agent at another brokerage, Scott Marshall was their #1 producing agent across its 200+ agent office for multiple years, the #2 producing agent in BC, and was ranked in the top 100 agents in the world for their company across its 144,000+ agents. Nate Cassie and Geoff Hall are prominent agents as the founding members of a well-respected luxury firm, with their first office in the Okanagan Valley. They are high producing agents known for luxury expertise.

Now, with multiple high-producing agents that mirror their shared success, their team has produced hundreds of millions of dollars in sales volume, and have created some of the most effective and irreplaceable marketing platforms in the industry.

Being part of the fifth generation of his family to call the Okanagan home, the Marshall family has a proud history in real estate and farming dating back to 1911; Scott knows the area like the back of his hand and every possible detail that is relevant to a potential transaction in the Okanagan. A large percentage of his business comes through repeat business and the referrals of satisfied clients.

Awards

Awards

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* 2022 – RE/MAX Canada