Real Estate Families

Real Estate Families seek control across generations and liquidity that protects the family, not the estate. A unique complexity of multiple entities (LLCs, LPs, trusts), illiquid holdings and concentrated positions, co-ownership among siblings or partners, transition risks across generations, exposure to estate taxes, partnership disputes, and creditor environments requires structures to protect the assets and to protect the people in the family

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Business Owner Families

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Philanthropic Families