Private Client Group
Differentiated Approach
Proactive Collaboration
Coordinate with your trusted team of professional advisors, including CPAs, attorneys, and financial planners to develop a unified strategy to achieve your goals.
Strategic Planning
Comprehensive analysis of your real estate assets to craft a forward-looking tax deferral strategy aligned with your investment objectives.
Trusted Expertise
All members are highly credentialed and experienced including Certified Exchange Specialists®, CPAs, Attorneys, or MBAs. Tenure of advisors averages over 15 years.
Tailored Solutions
Benefit from personalized guidance to complex issues provided by seasoned attorneys who possess a deep understanding of the legal and regulatory complexities of IRC §1031.
Commitment to Excellence
Advisors are focused on quality of advice to fewer relationships, which allows for personalized service with transparent processes and quick response times.
Seamless Execution
Powered by patented 1031 workflow technology, the exchange process is efficient, digital, and allows for transparency to all invested parties via an online portal.
Areas of Focus
Family Office
Proactive 1031 support and guidance for the disposition and acquisition of Family Office real estate investments to ensure cohesive tax deferral strategy and execution.
Legal Practices
Supports real estate and trust and estate practices within law firms as a specialized resource working closely with attorneys advising high net worth clients and institutions.
Wealth Management
Extensive knowledge of real estate within overall investment strategies, including alternative investment structures such as Limited Partnerships, Tenant-In-Common (TICs), Delaware Statutory Trusts (DSTs), 721/UPREIT Contributions, and REITS.
Institutional Investors
Consult and implement 1031 exchange programs for institutional investors looking to operationalize 1031s as part of an overall portfolio management strategy.
Financial Strength
$62B
Assets Under Custody
$50M
Fidelity Bond
$25M
Errors & Omissions
$20M
Cyber Liability
