Increasing cash flow and legacy wealth for families, investors, and trusts

Increasing cash flow and legacy wealth for families, investors, and trusts

Value Propositions

I help families build authentic real estate legacies.
Here are some of the ways I do it:
I help families build authentic real estate legacies. Here are some of the ways I do it:

Set Direction

I clarify strategic direction for real estate assets, portfolios, and family offices.

Diversify Wealth

I integrate real estate wealth into a family’s overall financial, succession, and estate plan.

Implement Strategies

I develop and implement real estate business plans to increase cash flows and property values.

Anchor Decisions

I strengthen, support, and underpin operational activity with financial, market, risk, and decision analysis.

Generate Influence

I systematically reduce the confusion and frustration experienced by family limited partners.

Amplify Advisors

I increase professional team impact and stickiness as a connected expert partner and resource.

Consulting Tiers

Advisor

Private advisor and resource for clients, available to review, discuss, generate, and challenge real estate strategies and family office implementations.

Consultant

Facilitating the asset and legacy assessment process with clients by evaluating asset performance, in-place agreements, business operations, and family wealth plans.

Collaborator

Fully engaged to develop, integrate, and implement real estate and family office strategies that achieve the client’s family and financial objectives across generations.

Consulting Tiers

Advisor

Private advisor and resource for clients, available to review, discuss, generate, and challenge real estate strategies and family office implementations.

Consultant

Facilitating the asset and legacy assessment process with clients by evaluating asset performance, in-place agreements, business operations, and family wealth plans.

Collaborator

Fully engaged to develop, integrate, and implement real estate and family office strategies that achieve the client’s family and financial objectives across generations.

Wealth Leadership

Leaders mobilize people and resources by casting clear vision, cultivating alignment, and engendering crisp execution. Here is the path I lead my clients down, as advisor, consultant, or collaborator:
01

Assess

I start by getting to know my clients and their real estate, interviewing stakeholders to get clear on individual, private financial, and family goals and concerns, and to understand how the family real estate integrates with the family office.  I then turn to the real estate, evaluating property operations and financial performance in conjunction with lease documents and management agreements.  The contribution of these assets to the portfolio strategy are mapped to a review of the family’s overall estate and succession plan.

02

Align

I partner with family advisors to develop real estate strategies that align with a new or reformed family wealth plan addressing long-term stakeholder goals and concerns, as well as performance weaknesses and strategic opportunities that surfaced with the initial assessment.  Property business plans and portfolio strategies are formed with an eye to cash flow and generational wealth transfer, while also considering shared use and ownership of family legacy properties like residences, vacation homes, and iconic trophy assets.

03

Implement

Immediately after planning, or upon a triggering event, I am engaged to put the real estate aspects of the family wealth plan into action. This could mean I step in as the family’s real estate asset manager, or I consult a family member that has been groomed for that role. I might be called on to advise on the sale of the family portfolio as part of estate settlement, or dig in as the family’s preferred agent. Ultimately, opportunities to amplify the family’s multigenerational financial and interpersonal wellbeing are acted upon, while risks to the family’s legacy, real estate value, and property cash flows are isolated and addressed.

Ready to Set Your Family Up for Success?

Let’s Talk & Grow Your Wealth

We’re looking forward to helping. Just send a message.

Contact Us