Amidst the financial strain since the COVID-19 pandemic, families and businesses are grappling with mounting levels of debt. When considering estate plans, a crucial concern arises: what if a client ...

As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make the mistake of believing that having a will or naming beneficiaries is ...

The start of a new year often ushers in a desire to reevaluate goals, reflect on life changes, and set expectations for the ...

Real estate asset management involves analyzing real estate investment assets to create economic strategies that reduce risk and increase investment returns. It involves monitoring performance and ...

Just under three years ago we created Wealth Management Real Estate as an evolution of National Real Estate Investor. Our goal was to focus on the intersection of wealth management and real estate ...

Real estate investment has long been considered a path to wealth, but one management consultant argues it may not be the best option. However, industry experts told Newsweek that while real estate ...

As someone who has worked closely with family offices over the years, as well as being part of one, I’ve seen firsthand the value they can bring to high-net-worth families and individuals. Whether ...

The Union of Real Estate Institute for Private Training has released its first knowledge guide, titled “A Guide to ...