What is a 1031 Exchange?
A 1031 exchange, also known as a like-kind exchange or tax deferred exchange, is where real property that is “held for productive use in a trade or business or investment” is sold and the proceeds from the sale are reinvested into a like-kind property intended for business or investment use, allowing the taxpayer, or seller, […]
Wealth and Taxes: Navigating the Financial Realities
Explore frustrations, fears & desires of UHNW & Single Family Offices regarding evolving tax regulations & maximizing after-tax returns.
Maximizing Real Estate Investments a Deep Dive into 1031 Exchanges and Tax Deferral
Maximizing Real Estate Investments a Deep Dive into 1031 Exchanges and Tax Deferral
Capital Gains Tax: What to Know for Tax Filing Season
Learn what you need to know about capital gains tax before filing your taxes. This article covers everything from paying capital gains tax to the current rates and regulations surrounding gains tax. Get informed and stay on top of your taxes this season. capital gains tax capital gains tax: what to know for tax filing […]
Frustrations-Fears-Desires of the Erosion of Wealth
Uncover frustrations, fears, and desires of UHNW and Single Family Offices in wealth preservation. Navigate challenges for sustainable growth and lasting legacies.
The Importance of Sustainability in Real Estate
The real estate industry plays a significant role in shaping our built environment and has a substantial impact on the economy,
Maximizing Wealth: The Ultimate Guide for 1031 Exchange Options for Family Offices
1031 exchange Making a smart investment is an essential part of financial planning.
Legacy and Liability: Navigating the Complex Terrain of Wealth Management
In the exclusive echelons of ultra-high-net-worth (UHNW) individuals and single-family offices, wealth management extends far beyond mere investment strategies.
Harnessing the Expertise of Top Universities for Comprehensive Real Estate Education at the Family Office Real Estate Institute
Harnessing the Expertise of Top Universities for Comprehensive Real Estate Education at the Family Office Real Estate Institute.
Safeguarding Wealth: Litigation Strategies
In the realm of the ultra-high-net-worth (UHNW) and single-family offices, wealth is not just a measure of financial success but a legacy that encompasses the aspirations,