A long-term Partner to
Families & Family Offices

We serve families who need help understanding how to build or transition a real estate portfolio in ways that create or sustain a family legacy.

We provide owners peace of mind and the support they need to grow, manage or transition a real estate portfolio, while working cooperatively with a range of parties to execute custom strategies.

Transaction & 1031 Advisory

We take a proactive approach to managing clients through a prospective real estate transaction, showing them all of their options and then coordinating the execution on their behalf.

Real Estate Planned Giving

We take the complexity out of using real estate as a philanthropic tool, allowing clients to leverage real estate instead of cash or stock, and crafting solutions that consider income, estate planning, tax and philanthropic goals.

Asset & Property Management

We take a comprehensive approach to developing a portfolio management plan, then remove the burden of active management by providing end-to-end asset and property management services.