Family Law Attorneys

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Family Law Attorneys

Get a Free Consultation

Wealth Management & Real Estate Consulting

Specialized Experience

Lean on us for our unique knowledge and processes so you can focus on what you do best.

Focused Role

We work within the scope we are hired for.  You are the client’s advisor and we respect that.

Collaborative Approach

We communicate with you through every step of the process, from introduction to implementation.

Client Service

Like you, our focus is to add value and help the client successfully accomplish their goals.

Wealth Management &

Real Estate Consulting

Specialized Experience

Lean on us for our unique knowledge and processes so you can focus on what you do best.

Focused Role

We work within the scope we are hired for.  You are the client’s advisor and we respect that.

Collaborative Approach

We communicate with you through every step of the process, from introduction to implementation.

Client Service

Like you, our focus is to add value and help the client successfully accomplish their goals.

Our team collaborates with family law attorneys, especially those specializing in separation and divorce, assisting clients with their real estate and investments.  Navigating the complexities of dividing assets is already a time-consuming and complicated process, we help to reduce the friction and create positive outcomes for all parties. 

Here’s how our wealth management firm can work with you and your clients:

Our team collaborates with family law attorneys, especially those specializing in separation and divorce, assisting clients with their real estate and investments.  Navigating the complexities of dividing assets is already a time-consuming and complicated process, we help to reduce the friction and create positive outcomes for all parties. 

Here’s how our wealth management firm can work with you and your clients:

Property Purchase Analysis

By completing a thorough review of potential real estate purchases, we work with you to help your client identify and close on the perfect property.  Whether we are considering a new primary residence or a portfolio asset, we can help provide clarity through analysis that looks at the property through a wealth management lens.  Examining purchase options such as down payment amount and sources, capital gains associated with investment liquidation or a property being sold, available deductions such as mortgage interest and other factors allows us access to a number of additional levers to help your client achieve the best possible outcome.

Enhanced Affordability™

This program from SmartMortgage® helps us to look at a client’s assets through the lens of your mortgage underwriting, giving us options for limited or temporary portfolio reorganization to accomplish the client’s real estate goals, often without triggering any taxable events.  We have found this can be extremely useful, especially during separation or divorce when at least some portion of the assets are tied-up and usually at least one property purchase is being considered.  We can help to optimize the assets available to assist one or both parties in qualifying for new properties.

Financial planning

We work with you to provide comprehensive financial planning services to your clients.  By analyzing your client’s overall financial situation, we can help identify areas where properties could play a role in achieving their financial goals.  This can include advising on strategies such as how refinancing could potentially benefit their cash flow and investment planning, leveraging equity in properties, and using real estate to build passive income streams.

Portfolio Review

We can provide comprehensive analysis of client real estate holdings, looking at potential valuations, cash flows, returns over time, liquidity, and tax implications and benefits.  Our team can help identify risks and opportunities that may not be immediately apparent to financial advisors focusing on listed securities.  We work with you to ensure that your client is making informed property decisions that align with their overall tax and investment strategy.  We can help optimize the real estate and investment holdings of your client by analyzing the performance of each piece of their portfolio, identifying opportunities to increase returns.  By taking a holistic wealth management approach to real assets, we help your clients achieve their investment goals more efficiently, minimizing total tax liabilities and increasing diversification.

Diversification

Real estate investments can provide desired diversification benefits to an investment portfolio, as they tend to have low correlation with other asset classes like stocks and bonds.  By helping you and your client understand real assets in the same terms as traded securities we can help reduce overall portfolio risk and increase stability.

Tax Planning

As you know, real estate holdings can have complex tax implications, potentially creating both additional burdens and opportunities.  This is especially true when considering the additional timing rules as compared to investments like listed equities.  We can work with you to provide specialized advice in this area to help your clients navigate these challenges.  This can include advising on the use of 1031 exchanges, identifying tax deductions and credits, and optimizing the client’s overall tax strategy.

Property Exit Planning

Our wealth management firm can provide your clients with specialized expertise in real estate exit planning.  For family homes we can help create a plan for transitioning into a new primary residence efficiently, looking at down payment options, impacts of various mortgages vs cash purchase and minimizing capital gains.  For investment properties, our analysis and planning may include strategies like 1031 exchanges or available DST or opportunity zone investments.  This helps free the client from an asset that is no longer the best fit for their portfolio and allow resources to be reallocated more appropriately.

Property Purchase Analysis

By completing a thorough review of potential real estate purchases, we work with you to help your client identify and close on the perfect property.  Whether we are considering a new primary residence or a portfolio asset, we can help provide clarity through analysis that looks at the property through a wealth management lens.  Examining purchase options such as down payment amount and sources, capital gains associated with investment liquidation or a property being sold, available deductions such as mortgage interest and other factors allows us access to a number of additional levers to help your client achieve the best possible outcome.

Enhanced Affordability™

This program from SmartMortgage® helps us to look at a client’s assets through the lens of your mortgage underwriting, giving us options for limited or temporary portfolio reorganization to accomplish the client’s real estate goals, often without triggering any taxable events.  We have found this can be extremely useful, especially during separation or divorce when at least some portion of the assets are tied-up and usually at least one property purchase is being considered.  We can help to optimize the assets available to assist one or both parties in qualifying for new properties.

Financial planning

We work with you to provide comprehensive financial planning services to your clients.  By analyzing your client’s overall financial situation, we can help identify areas where properties could play a role in achieving their financial goals.  This can include advising on strategies such as how refinancing could potentially benefit their cash flow and investment planning, leveraging equity in properties, and using real estate to build passive income streams.

Portfolio Review

We can provide comprehensive analysis of client real estate holdings, looking at potential valuations, cash flows, returns over time, liquidity, and tax implications and benefits.  Our team can help identify risks and opportunities that may not be immediately apparent to financial advisors focusing on listed securities.  We work with you to ensure that your client is making informed property decisions that align with their overall tax and investment strategy.  We can help optimize the real estate and investment holdings of your client by analyzing the performance of each piece of their portfolio, identifying opportunities to increase returns.  By taking a holistic wealth management approach to real assets, we help your clients achieve their investment goals more efficiently, minimizing total tax liabilities and increasing diversification.

Diversification

Real estate investments can provide desired diversification benefits to an investment portfolio, as they tend to have low correlation with other asset classes like stocks and bonds.  By helping you and your client understand real assets in the same terms as traded securities we can help reduce overall portfolio risk and increase stability.

Tax Planning

As you know, real estate holdings can have complex tax implications, potentially creating both additional burdens and opportunities.  This is especially true when considering the additional timing rules as compared to investments like listed equities.  We can work with you to provide specialized advice in this area to help your clients navigate these challenges.  This can include advising on the use of 1031 exchanges, identifying tax deductions and credits, and optimizing the client’s overall tax strategy.

Property Exit Planning

Our wealth management firm can provide your clients with specialized expertise in real estate exit planning.  For family homes we can help create a plan for transitioning into a new primary residence efficiently, looking at down payment options, impacts of various mortgages vs cash purchase and minimizing capital gains.  For investment properties, our analysis and planning may include strategies like 1031 exchanges or available DST or opportunity zone investments.  This helps free the client from an asset that is no longer the best fit for their portfolio and allow resources to be reallocated more appropriately.

Have Questions? We're Here to Help.

Our calls are always relaxed and pressure-free.

The strength of the team is each individual member.  The strength of each member is the team.

– Phil Jackson

Some of the reasons we are asked to join the team…

Joint Client Meetings

Schedule joint client meetings to understand the client’s financial situation, goals, and the specific issues related to real estate and investments arising from the separation or divorce.  These meetings provide an opportunity for us to gather relevant information together and align strategies between both of our respective roles, maximizing the beneficial impacts to the client.

Asset Valuation

Collaborate with divorce attorneys to assess the value of real estate holdings and investment portfolios. This involves analyzing property appraisals, investment account statements, and other relevant financial documents to determine the fair market value of assets. By accurately valuing the assets, you can help clients and their attorneys negotiate a fair settlement.

Financial Analysis

Provide financial analysis and insights regarding the real estate and investment assets.  This includes evaluating the tax implications, liquidity concerns, and potential growth prospects associated with each asset.  Our team can help you and your clients make informed decisions regarding the division or allocation of assets during the separation or divorce process.

Investment Restructuring

We can collaborate with you to restructure investment portfolios based on the client’s new financial circumstances and goals.  This may involve adjusting asset allocation, considering tax implications, and identifying potential investment opportunities or risks associated with the divorce settlement or completely redoing a financial plan.  Our team can help ensure that the investment portfolio remains aligned with the client’s long-term financial objectives.

Documentation & Compliance

Collaborate with divorce attorneys to ensure that the necessary documentation related to real estate and investment assets is accurate and complete. This includes reviewing property deeds, investment account statements, and other relevant paperwork to ensure compliance with legal requirements.

Communication & Referrals

We maintain open lines of communication with our professional partners.  This includes family law and estate planning attorneys, specialized insurance and tax professionals, other advisors, trust companies, real estate and mortgage brokers among others.  By working together with a network of trusted professionals, we are better able to serve our clients in helping them to accomplish their goals.

Joint Client Meetings

Schedule joint client meetings to understand the client’s financial situation, goals, and the specific issues related to real estate and investments arising from the separation or divorce.  These meetings provide an opportunity for us to gather relevant information together and align strategies between both of our respective roles, maximizing the beneficial impacts to the client.

Asset Valuation

Collaborate with divorce attorneys to assess the value of real estate holdings and investment portfolios. This involves analyzing property appraisals, investment account statements, and other relevant financial documents to determine the fair market value of assets. By accurately valuing the assets, you can help clients and their attorneys negotiate a fair settlement.

Financial Analysis

Provide financial analysis and insights regarding the real estate and investment assets.  This includes evaluating the tax implications, liquidity concerns, and potential growth prospects associated with each asset.  Our team can help you and your clients make informed decisions regarding the division or allocation of assets during the separation or divorce process.

Investment Restructuring

We can collaborate with you to restructure investment portfolios based on the client’s new financial circumstances and goals.  This may involve adjusting asset allocation, considering tax implications, and identifying potential investment opportunities or risks associated with the divorce settlement or completely redoing a financial plan.  Our team can help ensure that the investment portfolio remains aligned with the client’s long-term financial objectives.

Documentation & Compliance

Collaborate with divorce attorneys to ensure that the necessary documentation related to real estate and investment assets is accurate and complete. This includes reviewing property deeds, investment account statements, and other relevant paperwork to ensure compliance with legal requirements.

Communication & Referrals

We maintain open lines of communication with our professional partners.  This includes family law and estate planning attorneys, specialized insurance and tax professionals, other advisors, trust companies, real estate and mortgage brokers among others.  By working together with a network of trusted professionals, we are better able to serve our clients in helping them to accomplish their goals.

By working closely with family law attorneys, our wealth management firm can provide comprehensive support to clients in navigating the complexities of real estate and investment matters during separations or divorce. 

Through joint client meetings, asset valuation, financial analysis, investment restructuring, real estate considerations, documentation, communication, and referrals, you can help clients achieve better outcomes and secure their financial future.

By working closely with family law attorneys, our wealth management firm can provide comprehensive support to clients in navigating the complexities of real estate and investment matters during separations or divorce. 

Through joint client meetings, asset valuation, financial analysis, investment restructuring, real estate considerations, documentation, communication, and referrals, you can help clients achieve better outcomes and secure their financial future.

Our Philosophy

We believe that the greatest impact for our clients occurs when we take the time to understand all of their financial life.  By incorporating real estate into our wealth management and financial planning, we are able to accomplish far more than when focusing on stocks and bonds alone.

 

Our Focus

Beyond traditional wealth management.

We specialize in helping clients recognize, understand, and navigate the numerous intersecting points where investments and real estate come together.

 

We serve

All 50 States

Puerto Rico

&

The U.S. Virgin Islands

We’re Invested In Partnership.

Our calls are always relaxed and pressure-free.