Family Real Estate Wealth Management
Tony Rishell Real Estate Wealth is a network of real estate and family advisory professionals curated by Tony Rishell, its founder and principal wealth strategist, to assess, plan, and implement multigenerational real estate wealth management.
Tony and his associate wealth strategists draw from this deep bench to build or augment your team.
Involved With
Trusted Real Estate Wealth Advisor Network
Our network of professionals ensures that you have the people you need to build a team that works for your family. We bring you together with necessary experts covering family office strategies, financial education, leadership development, and succession planning. It's all part of a comprehensive solution built for you.
Forming solid bonds through long-term business relationships is an exceptional asset because it ensures at the outset that you have the most important factor in business: trust. Being relentlessly focused on trust is the best way to achieve the kind of client satisfaction that leads to enduring relationships.
See Our Network
Increasing cash flow and legacy wealth for families, investors, and trusts
Value Propositions
We help real estate families build authentic legacies.
Here are some of the ways we do it:
Set Direction
We clarify strategic direction for real estate assets, portfolios, and family offices.
Diversify Wealth
We integrate real estate wealth into a family's overall financial, succession, and estate plan.
Implement Strategies
We develop and implement real estate business plans to increase cash flows and property values.
Anchor Decisions
We strengthen, support, and underpin operational activity with financial, market, risk, and decision analysis.
Generate Influence
We systematically reduce the confusion and frustration experienced by family limited partners.
Amplify Advisors
We 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.
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:
Assess
We 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. We 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.
Align
We 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.
Implement
Immediately after planning, or upon a triggering event, we are engaged to put the real estate aspects of the family wealth plan into action. This could mean we step in as the family's real estate asset manager, or we consult a family member that has been groomed for that role. We 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.