Safe Harbour Exchange, LLC, Rochester Title and TM Holdings, Inc. do not provide legal or tax advice. We recommend you consult with your independent tax or legal advisor to determine if a 1031 tax-deferred exchange is right for you.
We understand that security and integrity are two legitimate concerns when choosing a Qualified Intermediary to facilitate your exchange transaction. Safe Harbour Exchange, LLC, is owned by TM Holdings, Inc., one of the nation’s largest independent title insurance agencies. We provide separate bank accounts for exclusive use by Safe Harbour Exchange, LLC. Our internal controls include monthly internal audits, as well as an annual independent audit. Safe Harbour Exchange, LLC, also carries a Fidelity Bond, as well as Errors and Omissions Insurance in the amount of One Million Dollars per occurrence.