← All situationsRepresentative Situation · 03 · The Properties
A landlord ready to stop managing tenants.
Decades of equity in rental property, and no interest in another midnight maintenance call.
How the team coordinates
1031 exchange into passive DST properties, a custom income portfolio, and an estate plan that keeps the real estate legacy intact.
Capabilities that apply
Who you’d work with
A first meeting would cover
- 01Where you are: the situation in your words, and what has to be true in twelve months
- 02What applies: real estate & 1031 strategies, retirement income, estate & legacy
- 03Who else is at the table: your CPA, attorney, and any advisors already in place
- 04What a first plan would cover, what it would cost, and whether we are the right fit
Other situations
01 · The ExitI'm a founder approaching a sale02 · The PositionMost of my net worth is one stock04 · The LegacyWe're planning across three generations05 · The IncomeRetirement is close and I need an income plan06 · The ScheduleHigh income, complex comp, no time
These are hypothetical composite situations for illustration only. They do not describe actual clients, and no outcome or result is stated or implied.
One conversation is enough to know whether we can help.
No charge, no obligation, and no pitch.