HELPING REAL ESTATE INVESTORS

GET THEIR FINANCIAL HOUSE IN ORDER

Bill and Laura, both 63, are real estate investors and over the past 30 years have built an active portfolio of apartment buildings and single family rental homes. Their three children are professionals and not interested in real estate. They have four grandchildren they enjoy doting on. They would like to retire in the next three years and be able to fund their grandchildren’s college education. They need help in the following areas:

  • Organizing and assessing their real estate portfolio from a financial perspective
  • Consolidating and simplifying their real estate holdings while analyzing the following:
    • Cash flow
    • Tax impact
    • Long-term hold potential
  • Retirement planning
  • Legacy planning

We can develop a strategy for making the most of their real estate holdings and creating a business management plan designed to allocate their assets to meet their needs today and their goals for the future. We also can collaborate with their tax and legal advisors to create a cohesive, tax-efficient estate plan designed to benefit them and their loved ones for generations.

This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.
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GUIDANCE FOR EACH STAGE OF LIFE

Addressing your different needs along life's journey

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NOT YOUR ORDINARY EVENTS

Creative ways we
engage our clients

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DIVERSELY CAPABLE

Credentialed across
multiple disciplines

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A SHARED PASSION

A tight-knit team
totally dedicated to
serving you

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HIGHLY COORDINATED

Holistic collaboration with
your CPA and attorney

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THE RESILIENCE OF GINKGO BILOBA

Our logo reflects
our philosophy

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GUIDANCE FOR EACH STAGE OF LIFE


Addressing your different needs along life's journey

LEARN MORE


NOT YOUR ORDINARY EVENTS


Creative ways we engage our clients

LEARN MORE


DIVERSELY CAPABLE


Credentialed across multiple disciplines

LEARN MORE


A SHARED PASSION


A tight-knit team totally dedicated to serving you

LEARN MORE


HIGHLY COORDINATED


Holistic collaboration with your CPA and attorney

LEARN MORE


THE RESILIENCE OF GINKGO BILOBA


Our logo reflects our philosophy

LEARN MORE