Plan, Measure then Cut
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.