A SUCCESS STORY
Who We Are
Northstar Asset Group LLC is a Florida-based asset recovery and escheatment compliance firm founded on one guiding principle: unclaimed funds belong to their rightful owners, and finding those owners is a discipline, not an afterthought.
We work with two distinct client types. The first is families, specifically heirs, beneficiaries, and successor trustees who have lost track of assets held in trust, dormant investment accounts, or estate funds that were never properly distributed. Many of these situations involve accounts that have been inactive for a decade or more, owners who have passed away, and trust instruments that were never formally closed. These cases require patience, genealogical research, and a working knowledge of Florida probate and unclaimed property law.
The second is institutions, financial firms, insurance carriers, law firms, and corporate entities managing aged client funds, uncashed settlement checks, escheated insurance proceeds, and pre-escheatment compliance backlogs. For these clients, we function as a back-office research and documentation partner, locating owners and preparing audit-ready claim packages that reduce state reporting liability.
Northstar operates under Florida Statute Chapter 717 for unclaimed property, §197.582 for foreclosure and tax deed surplus funds, and applicable statutes in all 50 states for out-of-state claims. Our principals hold active Florida credentials and we maintain a direct vendor relationship with the Florida Department of Financial Services.
Our Values
- Accuracy before speed. Every claim we prepare is researched completely before it moves forward. A rejected claim costs everyone time and erodes the trust of the rightful owner.
- Documentation over assumption. We build every case file as if it will be reviewed by a state auditor and a probate judge simultaneously. That standard has never failed us.
- Discretion in every engagement. Our clients, whether a grieving family member or a compliance officer at a financial institution, share sensitive information with us. We treat that information accordingly.
- Contingency alignment. We don’t get paid unless you recover. That structure keeps our incentives exactly where they should be, on getting the right result, not on billing hours.
Northstar Asset Group
Our Team
Northstar is a founder-operated firm built intentionally lean. Our principals bring backgrounds in Florida real estate, private investigation, compliance research, and institutional documentation, supported by a network of licensed attorneys, certified genealogists, and skip-trace specialists engaged on a case-by-case basis.
We do not have 230 employees. We have the right people for each engagement, selected based on the specific legal, jurisdictional, and research requirements of that case. That model keeps our cost structure low, our quality high, and our client relationships direct.
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