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Community | Education | Legacy
Community | Education | Legacy
Choosing the wrong structure can complicate decision-making, create unintended control issues, or limit exit options. Conversely, a well-designed ownership framework can simplify reporting, clarify au... ...more
Family Office
January 19, 2026•1 min read

Quarterly reporting keeps your real estate portfolio accountable. It also improves transparency across generations and advisors. ...more
Family Office ,Real Estate &Tax Benefits
January 15, 2026•0 min read

One mid-sized family office in the Midwest spent a decade in passive real estate funds — until they realized they could do better by going active. ...more
Family Office ,1031 Exchange Real Estate &Tax Benefits
January 08, 2026•1 min read

The success of your family’s real estate legacy depends on the next generation. But most Next Gen members aren’t trained — they’re inherited into responsibility. ...more
Family Office ,Real Estate
January 05, 2026•0 min read

Real estate is an operating business — not just an investment. To manage it well, track these 7 core metrics. ...more
Family Office ,1031 Exchange Real Estate &Tax Benefits
January 01, 2026•0 min read

Office real estate is facing a major reset post-pandemic. Should family offices stay away — or lean in? ...more
Family Office ,Real Estate &Tax Benefits
December 29, 2025•0 min read

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