Consulting

Our land trust and portfolio consulting services focus on our clients’ most critical issues and opportunities along with strategies for portfolio design; current income, long-term growth, tax efficiency or retirement planning. We focus on privacy, planning and profitability to help you create your legacy.

We bring deep, practical expertise and are known for our holistic, win/win perspective: we help clients capture value across their real estate investments, coordinate with their tax and advisors and leverage their growing wealth with a focus on safety and profitability from optimizing the sum of the parts and not just the individual elements.