Our financial lives are mostly about making better, more informed decisions and achieving objectives. We strive to help clients with both! We specialize in exchanging California rental, investment and vineyard properties into an institutional quality, income producing and diversified real estate portfolio.
For the replacement property, we utilize a Delaware Statutory Trust (DST), the vehicle of choice for qualified investors (IRS Revenue Ruling 2004-86). We design and manage, on a Fee Only Basis, our clients' portfolios to be consistent with their most important criteria: Objectives, Risk Tolerance and Time horizon.
For the replacement property, we utilize a Delaware Statutory Trust (DST), the vehicle of choice for qualified investors (IRS Revenue Ruling 2004-86). We design and manage, on a Fee Only Basis, our clients' portfolios to be consistent with their most important criteria: Objectives, Risk Tolerance and Time horizon.
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During the corporate phase of my professional life, I managed the Financial & Administrative affairs of several private holding companies in North America and Europe. Most of them had very substantial Real Estate holdings such as Apartment & Office Buildings, Regional Shopping Malls, Industrial Properties, etc.
As we have been living and working in Sonoma County for over twenty-five years, we are grounded in our community, and its down-to-earth, viticulture and agricultural, heritage. We are well known as active supporters and participants of local charities, service and educational organizations. We believe it's very important to know the professionals that you deal with, especially in the private and personal areas of your family's financial life.
We design and manage, on a Fee Only Basis, our clients' portfolios to be consistent with their most important objectives. To implement the Approved Strategies, we utilize the resources of SEI Private Trust Co., www.seic.com/whoissei a global provider of asset management solutions.
We believe that by working together with SEI, and having access to some of the Country's most highly regarded money managers, could help enhance returns, reduce volatility and manage investment risk.There are three areas in managing investment portfolios that are critical to achieving a successful outcome.
We believe that by working together with SEI, and having access to some of the Country's most highly regarded money managers, could help enhance returns, reduce volatility and manage investment risk.There are three areas in managing investment portfolios that are critical to achieving a successful outcome.
Many landlords don't want to deal with Property Management hassles - Tenants-Toilets-Trash! This is especially true as they get older and want more freedom to enjoy their lives. More hassles, reduced income, lower property values! Most property owners would like to avoid paying taxes on the sale of appreciated properties.
To successfully complete a Section 1031, tax-deferred exchange, the replacement property must be "Like Kind" as defined in the Code. With the many years of relevant real estate experience we have, we will assist you in gaining a complete understanding of the many genres of property types available to you in a potential exchange.
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