A long-term Partner to
Advisory Professionals

Our services complement the work of advisory professionals. We specialize in assisting advisory teams with their clients’ real estate challenges in a proactive and collaborative model.

Our partnerships with advisory professionals expand their client relationships and give them a reliable partner to take on the challenges of real estate planning, management, and execution.

CPAs and Estate Planners

Our CPA and Estate Planning partners drive tax strategy and planning. They rely on us to execute the real estate component of those strategies, most often executing a Real Estate Planned Giving, 1031 Exchange or Asset Management service on behalf of a family or trustee.

Wealth Management Professionals

Our Financial Advisory partners drive the overall wealth management strategy. They rely on us to develop and execute a complementary real estate strategy, most often executing a Real Estate Giving Strategy, 1031 Exchange or Asset Management service on behalf of a family or trustee.

Single, Multi, or Virtual Family Offices

Family Office structures build and maintain multi-generational legacies. Our job is to complement those teams, creating customized real estate solutions unique to their goals. We act as an extension of their team, most often executing a Real Estate Giving Strategy, 1031 Exchange or Asset Management service as part of a long-term partnership model.