Wealth, Legacy, and Real Estate Integration

Protecting the Equity of Your Life’s Work

Real estate is often the most significant asset in a family’s portfolio. In the luxury tier, a sale is not just a transaction; it is a strategic repositioning of wealth.

• Collaborative Advisory: I work in lockstep with your Family Office, CPA, and Estate Attorney to ensure that your real estate decisions align with your broader tax mitigation and legacy goals.
• Step-Up in Basis & Tax Shielding: For inherited properties, I provide the precise documentation required to help establish a new tax basis, potentially saving your heirs significantly in capital gains.
• Trust and Probate Specialization: Managing the sale of a property held in a trust requires a specific level of technical mastery. I provide the structural support needed to navigate these complexities with zero friction.