Developing a Plan

Plan, Measure then Cut

We start with understanding your needs, wants, and wishes for your wealth development.  We ask many questions…
 

Where are you within your wealth development/transfer process?

  • Family dynamics
  • Investment property sources of income
  • Tax considerations

What concerns do you have? What keeps you up at night?

  • Your decision making process
  • Family wealth goals and time horizon
  • Liquidity requirements and concerns

What are your wealth objectives?

  • Income requirements for your legacy
  • Wealth growth and preservation
  • Philanthropic missions

What has experience taught you?

  • Coordination with your current advisors
  • Managing taxes
  • Active vs. passive management

From here we provide you a customized implementation, repositioning and investment plan for your asset.  Schedule time to sit down with us and begin what will likely be the first of many conversations through the repositioning and improvement of your multifamily buildings or complexes.