Our Team
Planning for the successful ownership of family real estate is what we do for our own family as well as what we have helped get done for our clients and their families for more than three decades. The combination of our personal knowledge and experience with investment real estate as well as our firm’s thirty plus years background in assisting real estate investor clients in their tax, estate, asset protection and family transfers planning is what makes us unique.
Get It Done With Us
Our objective is to help our clients preserve, protect and grow their family wealth through the generations.
Our approach is to serve the real estate investment community by advising our investor and professional clients on how to maximize their investment returns by minimizing their family’s income and estate taxes while protecting their real property holdings from creditors and optimizing their family’s investment holdings utilizing advanced asset management, financing, refinancing and repositioning strategies.