Private Consulting

What We Do

Tony Rishell Real Estate Wealth provides specialized consulting services tailored to investors and families who are looking to manage, grow, and protect their generational real estate wealth. Our background in family enterprise administration, small business management, and corporate trust asset management gives us a unique perspective to assess real estate investments and legacies, shape asset strategies and stakeholder influence, advance business plans through asset and project management, and implement succession and estate plans at the proper time.

What We Cost

Our private, custom approach to client relationships and real estate family solutions make it impractical to charge an hourly rate. Nor do we base our fees on AUM (assets under management) or some percentage net operating income. If you're wondering what we would charge you, give us a call.

Consulting Services

Real Estate Strategy

  • Review real estate asset business plans
  • Assess family enterprise portfolio strategies
  • Interview stakeholders to clarify objectives
  • Cooperate with wealth managers to assess real estate
  • Conduct financial analysis & due diligence
  • Evaluate and guide real estate decision-making
  • Coordinate with tax and legal experts on strategies
  • Assist with risk management & asset protection
  • Evaluate & recommend exit strategies
  • Monitor efficiency in asset and enterprise operations
  • Document review, abstracting, and management

Governance & Family Office

  • Advise on structure, governance, and policies
  • Review governing documents for trusts and entities
  • Audit operational compliance to governing documents
  • Audit in-place property managers and asset managers
  • Participate in advisor due diligence and selection
  • Oversee family office budgets and resource allocation
  • Assist with selecting and overseeing family office staff
  • Develop succession plans for key family office roles
  • Guide complex financial and legal situations

Family Leadership

  • Educate next gen leaders in real estate investing
  • Facilitate family meetings and communications
  • Advise on managing family dynamics and relationships
  • Integrate family values into investment decisions