Consulting

Review and evaluate properties based on investor risk profile and goals
Leverage a network of industry professionals to help people better understand their investments.
Assist clients and participate in direct negotiations with industry professionals
Asset management and oversight of real estate portfolios
Forensic review of existing investments as required

Evaluate investment opportunities to determine pricing; assist with due diligence
Evaluate viability of client goals for a property; develop and implement a plan to achieve such goals
Leverage industry contacts to establish appropriate 3rd party professional relationships
Oversee and/or manage industry professionals to achieve defined goals
Consult and assist with business development, organizational structure, and efficiency
Distressed asset resolution

Leverage experience and contacts to develop and implement business plans
Specific focus on financial structures such as family offices, investment companies, service providers
Review and analyze performance of existing companies. Develop and assist with implementation of strategies to improve or grow a business
Develop and implement strategies to address specific problem-solving needs

Analyze financial means and goals of individuals and businesses to help clients meet their goals
Leverage CERTIFIED FINANCIAL PLANNER™ credentials and knowledge to develop and implement a financial plan
Leverage experience and professional contacts to assist with cash management, retirement, tax and estate planning
Develop and assist with implementation of investment strategies tailored to an individual or family’s needs
Facilitate real estate investment opportunities though 3rd party industry professionals to help the client achieve financial planning goals.

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